Wealth Enhancement Advisory Services’s Innovator US Equity Accelerated Plus ETF April XTAP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-7,894
| Closed | -$281K | – | 3453 |
|
2025
Q1 | $281K | Sell |
7,894
-2,000
| -20% | -$71.1K | ﹤0.01% | 2481 |
|
2024
Q4 | $342K | Sell |
9,894
-2,500
| -20% | -$86.5K | ﹤0.01% | 2246 |
|
2024
Q3 | $417K | Hold |
12,394
| – | – | ﹤0.01% | 1932 |
|
2024
Q2 | $401K | Hold |
12,394
| – | – | ﹤0.01% | 1780 |
|
2024
Q1 | $384K | Hold |
12,394
| – | – | ﹤0.01% | 1747 |
|
2023
Q4 | $375K | Sell |
12,394
-4,500
| -27% | -$136K | ﹤0.01% | 1674 |
|
2023
Q3 | $475K | Buy |
+16,894
| New | +$475K | ﹤0.01% | 1452 |
|