Wealth Enhancement Advisory Services’s Innovator US Equity Accelerated Plus ETF April XTAP Stock Holding History

Wealth Enhancement Advisory Services’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
2025 Q2	–	Sell	-7,894	Closed	-$281K	–	3502
2025 Q1	$281K	Sell	7,894 -2,000	-20%	-$70.2K	﹤0.01%	2502
2024 Q4	$342K	Sell	9,894 -2,500	-20%	-$85.6K	﹤0.01%	2268
2024 Q3	$417K	Hold	12,394	–	–	﹤0.01%	1949
2024 Q2	$401K	Hold	12,394	–	–	﹤0.01%	1782
2024 Q1	$384K	Hold	12,394	–	–	﹤0.01%	1747
2023 Q4	$375K	Sell	12,394 -4,500	-27%	-$131K	﹤0.01%	1677
2023 Q3	$475K	Buy	+16,894	New	+$482K	﹤0.01%	1455

Other funds holding XTAP

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FIA

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

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services's XTAP Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of Innovator US Equity Accelerated Plus ETF April (XTAP) in Q2 2025, closing a stake of 7,894 shares — an estimated $281K sold.

Wealth Enhancement Advisory Services first reported a position in XTAP in Q3 2023 and held it in 7 quarters. The position peaked at $475K in Q3 2023. 16 funds tracked by Wall St. Rank hold XTAP as of Q2 2025.

Wealth Enhancement Advisory Services reported no remaining Innovator US Equity Accelerated Plus ETF April position as of Q2 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 7,894 Innovator US Equity Accelerated Plus ETF April shares in Q2 2025, an estimated $281K.
Wealth Enhancement Advisory Services first reported a position in Innovator US Equity Accelerated Plus ETF April in Q3 2023 and held it in 7 quarters.
Wealth Enhancement Advisory Services's Innovator US Equity Accelerated Plus ETF April position peaked at $475K in Q3 2023.
16 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF April as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.