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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
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

ACM
Andina Capital Management Lehi, Utah $113M AUM 7.76% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Triad Wealth Partners's XDSQ Position: Q1 2026 in Review

Triad Wealth Partners increased its Innovator US Equity Accelerated ETF Quarterly (XDSQ) stake by 39% in Q1 2026, buying an estimated $538K and bringing the position to 46,364 shares worth $1.84M. The position accounts for 0.15% of the portfolio, ranked #105.

Triad Wealth Partners first reported a position in XDSQ in Q2 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold XDSQ as of Q1 2026.

  • Triad Wealth Partners held 46,364 shares of Innovator US Equity Accelerated ETF Quarterly worth $1.84M as of Q1 2026.
  • Triad Wealth Partners bought 12,932 Innovator US Equity Accelerated ETF Quarterly shares in Q1 2026, an estimated $538K.
  • Innovator US Equity Accelerated ETF Quarterly made up 0.15% of Triad Wealth Partners's portfolio in Q1 2026, its #105 holding.
  • Triad Wealth Partners first reported a position in Innovator US Equity Accelerated ETF Quarterly in Q2 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF Quarterly as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.