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Spire Wealth Management’s Innovator Growth Accelerated ETF Quarterly XDQQ Stock Holding History

Spire Wealth Management’s Portfolio XDQQ Stock Details XDQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-965
Closed -$21K – 2634
2022
Q2 		$21K Buy
+965
New +$23K ﹤0.01% 1660

Other funds holding XDQQ

VFPI
Vantage Financial Partners (Illinois) Arlington Heights, Illinois $402M AUM 12.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JWBC
John W. Brooker & Co Oakland, California $82.8M AUM 15.92% 1-Year Est. Return

Spire Wealth Management's XDQQ Position: Q3 2022 in Review

Spire Wealth Management sold out of Innovator Growth Accelerated ETF Quarterly (XDQQ) in Q3 2022, closing a stake of 965 shares — an estimated $21K sold.

Spire Wealth Management first reported a position in XDQQ in Q2 2022 and held it in 1 quarter. The position peaked at $21K in Q2 2022. 9 funds tracked by Wall St. Rank hold XDQQ as of Q3 2022.

  • Spire Wealth Management reported no remaining Innovator Growth Accelerated ETF Quarterly position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 965 Innovator Growth Accelerated ETF Quarterly shares in Q3 2022, an estimated $21K.
  • Spire Wealth Management first reported a position in Innovator Growth Accelerated ETF Quarterly in Q2 2022 and held it in 1 quarter.
  • Spire Wealth Management's Innovator Growth Accelerated ETF Quarterly position peaked at $21K in Q2 2022.
  • 9 funds tracked by Wall St. Rank held Innovator Growth Accelerated ETF Quarterly as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.