Lido Advisors
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Lido Advisors’s Innovator US Equity Accelerated Plus ETF April XTAP Stock Holding History

Lido Advisors’s Portfolio XTAP Stock Details XTAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.6M Sell
277,373
-1,075
-0.4% -$47.6K 0.03% 307
2026
Q1 		$11.5M Sell
278,448
-110
-0% -$4.51K 0.04% 295
2025
Q4 		$11.3M Buy
+278,558
New +$11.1M 0.03% 308

Other funds holding XTAP

MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VPWA
Vestia Personal Wealth Advisors Fort Wayne, Indiana $256M AUM 24.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Lido Advisors's XTAP Position: Q2 2026 in Review

Lido Advisors reduced its Innovator US Equity Accelerated Plus ETF April (XTAP) stake by 0.39% in Q2 2026, selling an estimated $47.6K and leaving 277,373 shares worth $12.6M. The position accounts for 0.03% of the portfolio, ranked #307.

Lido Advisors first reported a position in XTAP in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold XTAP as of Q2 2026.

  • Lido Advisors held 277,373 shares of Innovator US Equity Accelerated Plus ETF April worth $12.6M as of Q2 2026.
  • Lido Advisors sold 1,075 Innovator US Equity Accelerated Plus ETF April shares in Q2 2026, an estimated $47.6K.
  • Innovator US Equity Accelerated Plus ETF April made up 0.03% of Lido Advisors's portfolio in Q2 2026, its #307 holding.
  • Lido Advisors first reported a position in Innovator US Equity Accelerated Plus ETF April in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF April as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.