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Maia Wealth’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Maia Wealth’s Portfolio ILDR Stock Details ILDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.35M Buy
110,829
+22,121
+25% +$801K 0.64% 44
2026
Q1 		$2.64M Buy
88,708
+26,332
+42% +$838K 0.45% 64
2025
Q4 		$1.94M Buy
62,376
+22,988
+58% +$763K 0.33% 89
2025
Q3 		$1.33M Buy
39,388
+5,121
+15% +$157K 0.22% 114
2025
Q2 		$1.01M Buy
34,267
+17,734
+107% +$451K 0.19% 132
2025
Q1 		$373K Buy
+16,533
New +$431K 0.08% 204

Other funds holding ILDR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $258M AUM 22.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MWA
Merkkuri Wealth Advisors Hicksville, New York $161M AUM 19.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $426M AUM

Maia Wealth's ILDR Position: Q2 2026 in Review

Maia Wealth increased its First Trust Innovation Leaders ETF (ILDR) stake by 25% in Q2 2026, buying an estimated $801K and bringing the position to 110,829 shares worth $4.35M. The position accounts for 0.64% of the portfolio, ranked #44.

Maia Wealth first reported a position in ILDR in Q1 2025 and has held it in 6 quarters since. 42 funds tracked by Wall St. Rank hold ILDR as of Q2 2026.

  • Maia Wealth held 110,829 shares of First Trust Innovation Leaders ETF worth $4.35M as of Q2 2026.
  • Maia Wealth bought 22,121 First Trust Innovation Leaders ETF shares in Q2 2026, an estimated $801K.
  • First Trust Innovation Leaders ETF made up 0.64% of Maia Wealth's portfolio in Q2 2026, its #44 holding.
  • Maia Wealth first reported a position in First Trust Innovation Leaders ETF in Q1 2025 and has held it in 6 quarters since.
  • 42 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.