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
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 $237M AUM 22.22% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
VPWA
Vestia Personal Wealth Advisors Fort Wayne, Indiana $213M AUM 21.73% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

Lido Advisors's XTAP Position: Q1 2026 in Review

Lido Advisors reduced its Innovator US Equity Accelerated Plus ETF April (XTAP) stake by 0.04% in Q1 2026, selling an estimated $4.51K and leaving 278,448 shares worth $11.5M. The position accounts for 0.04% of the portfolio, ranked #295.

Lido Advisors first reported a position in XTAP in Q4 2025 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold XTAP as of Q1 2026.

  • Lido Advisors held 278,448 shares of Innovator US Equity Accelerated Plus ETF April worth $11.5M as of Q1 2026.
  • Lido Advisors sold 110 Innovator US Equity Accelerated Plus ETF April shares in Q1 2026, an estimated $4.51K.
  • Innovator US Equity Accelerated Plus ETF April made up 0.04% of Lido Advisors's portfolio in Q1 2026, its #295 holding.
  • Lido Advisors first reported a position in Innovator US Equity Accelerated Plus ETF April in Q4 2025 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF April as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.