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Lodestar Private Asset Management’s Innovator Growth Accelerated Plus ETF April QTAP Stock Holding History

Lodestar Private Asset Management’s Portfolio QTAP Stock Details QTAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,877
Closed -$205K – 218
2024
Q2 		$205K Buy
+5,877
New +$195K 0.03% 203

Other funds holding QTAP

SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CPA
Clear Point Advisors Melville, New York $129M AUM 12.02% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lodestar Private Asset Management's QTAP Position: Q3 2024 in Review

Lodestar Private Asset Management sold out of Innovator Growth Accelerated Plus ETF April (QTAP) in Q3 2024, closing a stake of 5,877 shares — an estimated $205K sold.

Lodestar Private Asset Management first reported a position in QTAP in Q2 2024 and held it in 1 quarter. The position peaked at $205K in Q2 2024. 11 funds tracked by Wall St. Rank hold QTAP as of Q3 2024.

  • Lodestar Private Asset Management reported no remaining Innovator Growth Accelerated Plus ETF April position as of Q3 2024 after selling out during the quarter.
  • Lodestar Private Asset Management sold 5,877 Innovator Growth Accelerated Plus ETF April shares in Q3 2024, an estimated $205K.
  • Lodestar Private Asset Management first reported a position in Innovator Growth Accelerated Plus ETF April in Q2 2024 and held it in 1 quarter.
  • Lodestar Private Asset Management's Innovator Growth Accelerated Plus ETF April position peaked at $205K in Q2 2024.
  • 11 funds tracked by Wall St. Rank held Innovator Growth Accelerated Plus ETF April as of Q3 2024.

Based on Lodestar Private Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.