WealthPlan Investment Management’s Innovator Uncapped Accelerated US Equity ETF XUSP Stock Holding History

WealthPlan Investment Management’s Portfolio XUSP Stock Details XUSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,358	Closed	-$349K	–	476
2025 Q4	$349K	Hold	7,358	–	–	0.02%	303
2025 Q3	$342K	Hold	7,358	–	–	0.02%	264
2025 Q2	$309K	Sell	7,358 -2,211	-23%	-$84.6K	0.02%	288
2025 Q1	$357K	Hold	9,569	–	–	0.04%	204
2024 Q4	$384K	Hold	9,569	–	–	0.04%	195
2024 Q3	$378K	Buy	+9,569	New	+$359K	0.04%	176

Other funds holding XUSP

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

NFS

NewCorp Financial Services Alpharetta, Georgia $131M AUM

AFP

ATX Financial Planning Austin, Texas $132M AUM

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

WealthPlan Investment Management's XUSP Position: Q1 2026 in Review

WealthPlan Investment Management sold out of Innovator Uncapped Accelerated US Equity ETF (XUSP) in Q1 2026, closing a stake of 7,358 shares — an estimated $349K sold.

WealthPlan Investment Management first reported a position in XUSP in Q3 2024 and held it in 6 quarters. The position peaked at $384K in Q4 2024. 23 funds tracked by Wall St. Rank hold XUSP as of Q1 2026.

WealthPlan Investment Management reported no remaining Innovator Uncapped Accelerated US Equity ETF position as of Q1 2026 after selling out during the quarter.
WealthPlan Investment Management sold 7,358 Innovator Uncapped Accelerated US Equity ETF shares in Q1 2026, an estimated $349K.
WealthPlan Investment Management first reported a position in Innovator Uncapped Accelerated US Equity ETF in Q3 2024 and held it in 6 quarters.
WealthPlan Investment Management's Innovator Uncapped Accelerated US Equity ETF position peaked at $384K in Q4 2024.
23 funds tracked by Wall St. Rank held Innovator Uncapped Accelerated US Equity ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.