Triad Wealth Partners
XDSQ icon

Triad Wealth Partners’s Innovator US Equity Accelerated ETF Quarterly XDSQ Stock Holding History

Triad Wealth Partners’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
2026
Q3 		$1.63M Buy
36,397
+2,224
+7% +$97.9K 0.09% 150
2026
Q2 		$1.5M Sell
34,173
-12,191
-26% -$515K 0.09% 153
2026
Q1 		$1.84M Buy
46,364
+12,932
+39% +$538K 0.15% 105
2025
Q4 		$1.39M Buy
33,432
+12,316
+58% +$500K 0.13% 119
2025
Q3 		$842K Buy
21,116
+10,599
+101% +$411K 0.11% 138
2025
Q2 		$393K Buy
+10,517
New +$373K 0.08% 179

Other funds holding XDSQ

Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Andina Capital Management
Andina Capital Management Lehi, Utah $69.4M AUM 8.18% 1-Year Est. Return
Keeler Thomas Management
Keeler Thomas Management Orem, Utah $256M AUM 13.76% 1-Year Est. Return
Yarger Wealth Strategies
Yarger Wealth Strategies Westerville, Ohio $322M AUM 13.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Vestia Personal Wealth Advisors
Vestia Personal Wealth Advisors Fort Wayne, Indiana $264M AUM 16.33% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Triad Wealth Partners's XDSQ Position: Q3 2026 in Review

Triad Wealth Partners increased its Innovator US Equity Accelerated ETF Quarterly (XDSQ) stake by 6.5% in Q3 2026, buying an estimated $97.9K and bringing the position to 36,397 shares worth $1.63M. The position accounts for 0.09% of the portfolio, ranked #150.

Triad Wealth Partners first reported a position in XDSQ in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.84M in Q1 2026. 28 funds tracked by Wall St. Rank hold XDSQ as of Q3 2026.

  • Triad Wealth Partners held 36,397 shares of Innovator US Equity Accelerated ETF Quarterly worth $1.63M as of Q3 2026.
  • Triad Wealth Partners bought 2,224 Innovator US Equity Accelerated ETF Quarterly shares in Q3 2026, an estimated $97.9K.
  • Innovator US Equity Accelerated ETF Quarterly made up 0.09% of Triad Wealth Partners's portfolio in Q3 2026, its #150 holding.
  • Triad Wealth Partners first reported a position in Innovator US Equity Accelerated ETF Quarterly in Q2 2025 and has held it in 6 quarters since.
  • Triad Wealth Partners's Innovator US Equity Accelerated ETF Quarterly position peaked at $1.84M in Q1 2026.
  • 28 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF Quarterly as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.