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Merit Financial Group’s Innovator US Equity Accelerated ETF Quarterly XDSQ Stock Holding History

Merit Financial Group’s Portfolio XDSQ Stock Details XDSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,797
Closed -$217K – 1873
2025
Q2 		$217K Buy
+5,797
New +$205K ﹤0.01% 1514
2025
Q1 		– Sell
-5,621
Closed -$205K – 1449
2024
Q4 		$205K Buy
+5,621
New +$203K ﹤0.01% 1093

Other funds holding XDSQ

ACM
Andina Capital Management Lehi, Utah $113M AUM 7.76% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Merit Financial Group's XDSQ Position: Q3 2025 in Review

Merit Financial Group sold out of Innovator US Equity Accelerated ETF Quarterly (XDSQ) in Q3 2025, closing a stake of 5,797 shares — an estimated $217K sold.

Merit Financial Group first reported a position in XDSQ in Q4 2024 and held it in 2 quarters. The position peaked at $217K in Q2 2025. 42 funds tracked by Wall St. Rank hold XDSQ as of Q3 2025.

  • Merit Financial Group reported no remaining Innovator US Equity Accelerated ETF Quarterly position as of Q3 2025 after selling out during the quarter.
  • Merit Financial Group sold 5,797 Innovator US Equity Accelerated ETF Quarterly shares in Q3 2025, an estimated $217K.
  • Merit Financial Group first reported a position in Innovator US Equity Accelerated ETF Quarterly in Q4 2024 and held it in 2 quarters.
  • Merit Financial Group's Innovator US Equity Accelerated ETF Quarterly position peaked at $217K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF Quarterly as of Q3 2025.

Based on Merit Financial Group's 13F filing for Q3 2025, filed 20 Oct 2025.