Sunbelt Securities’s Innovator US Equity Accelerated Plus ETF April XTAP Stock Holding History

Sunbelt Securities’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
2026 Q1	$193K	Hold	4,656	–	–	0.01%	654
2025 Q4	$189K	Hold	4,656	–	–	0.01%	659
2025 Q3	$185K	Buy	4,656 +905	+24%	+$35.3K	0.01%	671
2025 Q2	$130K	Hold	3,751	–	–	0.01%	701
2025 Q1	$133K	Hold	3,751	–	–	0.01%	664
2024 Q4	$130K	Buy	3,751 +1,426	+61%	+$48.8K	0.01%	699
2024 Q3	$78.3K	Buy	+2,325	New	+$76.2K	0.01%	829
2024 Q1	–	Sell	-471	Closed	-$14.3K	–	1801
2023 Q4	$14.3K	Buy	471 +441	+1,470%	+$12.8K	﹤0.01%	1098
2023 Q3	$843	Hold	30	–	–	﹤0.01%	1614
2023 Q2	$851	Buy	+30	New	+$811	﹤0.01%	1545

Other funds holding XTAP

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Sunbelt Securities's XTAP Position: Q1 2026 in Review

Sunbelt Securities held its Innovator US Equity Accelerated Plus ETF April (XTAP) position steady in Q1 2026 at 4,656 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #654.

Sunbelt Securities first reported a position in XTAP in Q2 2023 and has held it in 10 quarters since. 13 funds tracked by Wall St. Rank hold XTAP as of Q1 2026.

Sunbelt Securities held 4,656 shares of Innovator US Equity Accelerated Plus ETF April worth $193K as of Q1 2026.
Sunbelt Securities left its Innovator US Equity Accelerated Plus ETF April share count unchanged in Q1 2026.
Innovator US Equity Accelerated Plus ETF April made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #654 holding.
Sunbelt Securities first reported a position in Innovator US Equity Accelerated Plus ETF April in Q2 2023 and has held it in 10 quarters since.
13 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF April as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.