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WealthPlan Investment Management’s Innovator Growth Accelerated ETF Quarterly XDQQ Stock Holding History

WealthPlan Investment Management’s Portfolio XDQQ Stock Details XDQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15,412
Closed -$342K – 585
2022
Q4 		$342K Sell
15,412
-378
-2% -$8.04K 0.02% 295
2022
Q3 		$346K Buy
+15,790
New +$362K 0.03% 286

Other funds holding XDQQ

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WealthPlan Investment Management's XDQQ Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Innovator Growth Accelerated ETF Quarterly (XDQQ) in Q1 2023, closing a stake of 15,412 shares — an estimated $342K sold.

WealthPlan Investment Management first reported a position in XDQQ in Q3 2022 and held it in 2 quarters. The position peaked at $346K in Q3 2022. 7 funds tracked by Wall St. Rank hold XDQQ as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Innovator Growth Accelerated ETF Quarterly position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 15,412 Innovator Growth Accelerated ETF Quarterly shares in Q1 2023, an estimated $342K.
  • WealthPlan Investment Management first reported a position in Innovator Growth Accelerated ETF Quarterly in Q3 2022 and held it in 2 quarters.
  • WealthPlan Investment Management's Innovator Growth Accelerated ETF Quarterly position peaked at $346K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Innovator Growth Accelerated ETF Quarterly as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.