UBS Group
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UBS Group’s Innovator US Equity Accelerated Plus ETF April XTAP Stock Holding History

UBS Group’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 		$37.4K Buy
903
+2
+0.2% +$82 ﹤0.01% 7552
2025
Q4 		$36.7K Buy
901
+642
+248% +$25.7K ﹤0.01% 7396
2025
Q3 		$10.3K Sell
259
-3,209
-93% -$125K ﹤0.01% 8551
2025
Q2 		$133K Buy
3,468
+1,247
+56% +$45K ﹤0.01% 7006
2025
Q1 		$79K Buy
+2,221
New +$77.9K ﹤0.01% 7232
2024
Q4 		– Sell
-322
Closed -$10.8K – 10485
2024
Q3 		$10.8K Buy
+322
New +$10.5K ﹤0.01% 7708
2024
Q2 		– Sell
-82
Closed -$2.54K – 10194
2024
Q1 		$2.54K Buy
82
+53
+183% +$1.63K ﹤0.01% 7883
2023
Q4 		$878 Buy
+29
New +$843 ﹤0.01% 8487
2023
Q1 		– Sell
-1,438
Closed -$35.3K – 10492
2022
Q4 		$35.3K Buy
1,438
+32
+2% +$791 ﹤0.01% 7079
2022
Q3 		$32K Buy
1,406
+1,229
+694% +$31.6K ﹤0.01% 6807
2022
Q2 		$4K Sell
177
-175
-50% -$4.65K ﹤0.01% 9151
2022
Q1 		$10K Buy
+352
New +$10K ﹤0.01% 8449

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
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
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
Osaic Holdings
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

UBS Group's XTAP Position: Q1 2026 in Review

UBS Group increased its Innovator US Equity Accelerated Plus ETF April (XTAP) stake by 0.22% in Q1 2026, buying an estimated $82 and bringing the position to 903 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #7552.

UBS Group first reported a position in XTAP in Q1 2022 and has held it in 12 quarters since. The position peaked at $133K in Q2 2025. 13 funds tracked by Wall St. Rank hold XTAP as of Q1 2026.

  • UBS Group held 903 shares of Innovator US Equity Accelerated Plus ETF April worth $37.4K as of Q1 2026.
  • UBS Group bought 2 Innovator US Equity Accelerated Plus ETF April shares in Q1 2026, an estimated $82.
  • Innovator US Equity Accelerated Plus ETF April made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7552 holding.
  • UBS Group first reported a position in Innovator US Equity Accelerated Plus ETF April in Q1 2022 and has held it in 12 quarters since.
  • UBS Group's Innovator US Equity Accelerated Plus ETF April position peaked at $133K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF April as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.