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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 $157M AUM 21.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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.