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WealthPlan Investment Management’s Innovator US Equity Accelerated ETF Quarterly XDSQ Stock Holding History

WealthPlan Investment Management’s Portfolio XDSQ Stock Details XDSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-19,191
Closed -$494K – 586
2022
Q4 		$494K Buy
+19,191
New +$442K 0.03% 255

Other funds holding XDSQ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

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

WealthPlan Investment Management sold out of Innovator US Equity Accelerated ETF Quarterly (XDSQ) in Q1 2023, closing a stake of 19,191 shares — an estimated $494K sold.

WealthPlan Investment Management first reported a position in XDSQ in Q4 2022 and held it in 1 quarter. The position peaked at $494K in Q4 2022. 11 funds tracked by Wall St. Rank hold XDSQ as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Innovator US Equity Accelerated ETF Quarterly position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 19,191 Innovator US Equity Accelerated ETF Quarterly shares in Q1 2023, an estimated $494K.
  • WealthPlan Investment Management first reported a position in Innovator US Equity Accelerated ETF Quarterly in Q4 2022 and held it in 1 quarter.
  • WealthPlan Investment Management's Innovator US Equity Accelerated ETF Quarterly position peaked at $494K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF Quarterly as of Q1 2023.

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