Navis Wealth Advisors’s Innovator Uncapped Accelerated US Equity ETF XUSP Stock Holding History

Navis Wealth Advisors’s Portfolio XUSP Stock Details XUSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$378K	Buy	8,566 +269	+3%	+$12.7K	0.19%	117
2025 Q4	$394K	Hold	8,297	–	–	0.17%	116
2025 Q3	$386K	Hold	8,297	–	–	0.29%	76
2025 Q2	$349K	Sell	8,297 -1,984	-19%	-$76K	0.29%	75
2025 Q1	$384K	Sell	10,281 -1,502	-13%	-$60.4K	0.38%	59
2024 Q4	$473K	Buy	11,783 +1,732	+17%	+$70.7K	0.52%	45
2024 Q3	$397K	Buy	+10,051	New	+$377K	0.43%	53

Other funds holding XUSP

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

NFS

NewCorp Financial Services Alpharetta, Georgia $131M AUM

AFP

ATX Financial Planning Austin, Texas $132M AUM

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Navis Wealth Advisors's XUSP Position: Q1 2026 in Review

Navis Wealth Advisors increased its Innovator Uncapped Accelerated US Equity ETF (XUSP) stake by 3.2% in Q1 2026, buying an estimated $12.7K and bringing the position to 8,566 shares worth $378K. The position accounts for 0.19% of the portfolio, ranked #117.

Navis Wealth Advisors first reported a position in XUSP in Q3 2024 and has held it in 7 quarters since. The position peaked at $473K in Q4 2024. 23 funds tracked by Wall St. Rank hold XUSP as of Q1 2026.

Navis Wealth Advisors held 8,566 shares of Innovator Uncapped Accelerated US Equity ETF worth $378K as of Q1 2026.
Navis Wealth Advisors bought 269 Innovator Uncapped Accelerated US Equity ETF shares in Q1 2026, an estimated $12.7K.
Innovator Uncapped Accelerated US Equity ETF made up 0.19% of Navis Wealth Advisors's portfolio in Q1 2026, its #117 holding.
Navis Wealth Advisors first reported a position in Innovator Uncapped Accelerated US Equity ETF in Q3 2024 and has held it in 7 quarters since.
Navis Wealth Advisors's Innovator Uncapped Accelerated US Equity ETF position peaked at $473K in Q4 2024.
23 funds tracked by Wall St. Rank held Innovator Uncapped Accelerated US Equity ETF as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.