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WealthPLAN Partners’s Innovator Growth Accelerated ETF Quarterly XDQQ Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-12,189
Closed -$305K – 1187
2023
Q2 		$305K Sell
12,189
-3,176
-21% -$75.5K 0.04% 241
2023
Q1 		$350K Sell
15,365
-47
-0.3% -$1.03K 0.04% 233
2022
Q4 		$343K Buy
+15,412
New +$328K 0.02% 296

Other funds holding XDQQ

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WealthPLAN Partners's XDQQ Position: Q3 2023 in Review

WealthPLAN Partners sold out of Innovator Growth Accelerated ETF Quarterly (XDQQ) in Q3 2023, closing a stake of 12,189 shares — an estimated $305K sold.

WealthPLAN Partners first reported a position in XDQQ in Q4 2022 and held it in 3 quarters. The position peaked at $350K in Q1 2023. 14 funds tracked by Wall St. Rank hold XDQQ as of Q3 2023.

  • WealthPLAN Partners reported no remaining Innovator Growth Accelerated ETF Quarterly position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 12,189 Innovator Growth Accelerated ETF Quarterly shares in Q3 2023, an estimated $305K.
  • WealthPLAN Partners first reported a position in Innovator Growth Accelerated ETF Quarterly in Q4 2022 and held it in 3 quarters.
  • WealthPLAN Partners's Innovator Growth Accelerated ETF Quarterly position peaked at $350K in Q1 2023.
  • 14 funds tracked by Wall St. Rank held Innovator Growth Accelerated ETF Quarterly as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.