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 Q3	$6.05M	Buy	153,281 +42,452	+38%	+$1.63M	0.83%	27
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 Concord, California $59.5B AUM 15.92% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ARWA LLC Fort Worth, Texas $272M AUM 11.43% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Maia Wealth's ILDR Position: Q3 2026 in Review

Maia Wealth increased its First Trust Innovation Leaders ETF (ILDR) stake by 38% in Q3 2026, buying an estimated $1.63M and bringing the position to 153,281 shares worth $6.05M. The position accounts for 0.83% of the portfolio, ranked #27.

Maia Wealth first reported a position in ILDR in Q1 2025 and has held it in 7 quarters since. 41 funds tracked by Wall St. Rank hold ILDR as of Q3 2026.

Maia Wealth held 153,281 shares of First Trust Innovation Leaders ETF worth $6.05M as of Q3 2026.
Maia Wealth bought 42,452 First Trust Innovation Leaders ETF shares in Q3 2026, an estimated $1.63M.
First Trust Innovation Leaders ETF made up 0.83% of Maia Wealth's portfolio in Q3 2026, its #27 holding.
Maia Wealth first reported a position in First Trust Innovation Leaders ETF in Q1 2025 and has held it in 7 quarters since.
41 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.