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Stuart Chaussee & Associates’s Innovator US Equity Accelerated Plus ETF April XTAP Stock Holding History

Stuart Chaussee & Associates’s Portfolio XTAP Stock Details XTAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-207,958
Closed -$8.24M – 166
2025
Q3 		$8.24M Sell
207,958
-71,100
-25% -$2.77M 1.8% 8
2025
Q2 		$10.7M Buy
+279,058
New +$10.1M 2.4% 9

Other funds holding XTAP

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VPWA
Vestia Personal Wealth Advisors Fort Wayne, Indiana $213M AUM 21.73% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Stuart Chaussee & Associates's XTAP Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Innovator US Equity Accelerated Plus ETF April (XTAP) in Q4 2025, closing a stake of 207,958 shares — an estimated $8.24M sold.

Stuart Chaussee & Associates first reported a position in XTAP in Q2 2025 and held it in 2 quarters. The position peaked at $10.7M in Q2 2025. 15 funds tracked by Wall St. Rank hold XTAP as of Q4 2025.

  • Stuart Chaussee & Associates reported no remaining Innovator US Equity Accelerated Plus ETF April position as of Q4 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 207,958 Innovator US Equity Accelerated Plus ETF April shares in Q4 2025, an estimated $8.24M.
  • Stuart Chaussee & Associates first reported a position in Innovator US Equity Accelerated Plus ETF April in Q2 2025 and held it in 2 quarters.
  • Stuart Chaussee & Associates's Innovator US Equity Accelerated Plus ETF April position peaked at $10.7M in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF April as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.