Vestia Personal Wealth Advisors’s Innovator US Equity Accelerated Plus ETF April XTAP Stock Holding History

Vestia Personal Wealth Advisors’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	$504K	Hold	12,173	–	–	0.24%	53
2025 Q4	$497K	Hold	12,173	–	–	0.25%	52
2025 Q3	$483K	Hold	12,173	–	–	0.28%	51
2025 Q2	$465K	Hold	12,173	–	–	0.32%	49
2025 Q1	$433K	Hold	12,173	–	–	0.34%	47
2024 Q4	$421K	Hold	12,173	–	–	0.35%	47
2024 Q3	$410K	Hold	12,173	–	–	0.39%	43
2024 Q2	$394K	Buy	+12,173	New	+$379K	0.42%	40

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

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

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

Vestia Personal Wealth Advisors's XTAP Position: Q1 2026 in Review

Vestia Personal Wealth Advisors held its Innovator US Equity Accelerated Plus ETF April (XTAP) position steady in Q1 2026 at 12,173 shares worth $504K. The position accounts for 0.24% of the portfolio, ranked #53.

Vestia Personal Wealth Advisors first reported a position in XTAP in Q2 2024 and has held it in 8 quarters since. 13 funds tracked by Wall St. Rank hold XTAP as of Q1 2026.

Vestia Personal Wealth Advisors held 12,173 shares of Innovator US Equity Accelerated Plus ETF April worth $504K as of Q1 2026.
Vestia Personal Wealth Advisors left its Innovator US Equity Accelerated Plus ETF April share count unchanged in Q1 2026.
Innovator US Equity Accelerated Plus ETF April made up 0.24% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #53 holding.
Vestia Personal Wealth Advisors first reported a position in Innovator US Equity Accelerated Plus ETF April in Q2 2024 and has held it in 8 quarters since.
13 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF April as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.