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Spire Wealth Management’s Innovator US Equity Accelerated ETF Quarterly XDSQ Stock Holding History

Spire Wealth Management’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
2022
Q3 		– Sell
-977
Closed -$22K – 2635
2022
Q2 		$22K Buy
+977
New +$24.2K ﹤0.01% 1640

Other funds holding XDSQ

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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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 XDSQ Position: Q3 2022 in Review

Spire Wealth Management sold out of Innovator US Equity Accelerated ETF Quarterly (XDSQ) in Q3 2022, closing a stake of 977 shares — an estimated $22K sold.

Spire Wealth Management first reported a position in XDSQ in Q2 2022 and held it in 1 quarter. The position peaked at $22K in Q2 2022. 9 funds tracked by Wall St. Rank hold XDSQ as of Q3 2022.

  • Spire Wealth Management reported no remaining Innovator US Equity Accelerated ETF Quarterly position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 977 Innovator US Equity Accelerated ETF Quarterly shares in Q3 2022, an estimated $22K.
  • Spire Wealth Management first reported a position in Innovator US Equity Accelerated ETF Quarterly in Q2 2022 and held it in 1 quarter.
  • Spire Wealth Management's Innovator US Equity Accelerated ETF Quarterly position peaked at $22K in Q2 2022.
  • 9 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF Quarterly as of Q3 2022.

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