WealthPLAN Partners’s Innovator US Equity Accelerated ETF Quarterly XDSQ Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-33,712	Closed	-$967K	–	1188
2023 Q2	$967K	Buy	33,712 +14,521	+76%	+$399K	0.14%	139
2023 Q1	$510K	Hold	19,191	–	–	0.06%	192
2022 Q4	$495K	Buy	+19,191	New	+$442K	0.03%	255

Other funds holding XDSQ

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

WealthPLAN Partners's XDSQ Position: Q3 2023 in Review

WealthPLAN Partners sold out of Innovator US Equity Accelerated ETF Quarterly (XDSQ) in Q3 2023, closing a stake of 33,712 shares — an estimated $967K sold.

WealthPLAN Partners first reported a position in XDSQ in Q4 2022 and held it in 3 quarters. The position peaked at $967K in Q2 2023. 16 funds tracked by Wall St. Rank hold XDSQ as of Q3 2023.

WealthPLAN Partners reported no remaining Innovator US Equity Accelerated ETF Quarterly position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 33,712 Innovator US Equity Accelerated ETF Quarterly shares in Q3 2023, an estimated $967K.
WealthPLAN Partners first reported a position in Innovator US Equity Accelerated ETF Quarterly in Q4 2022 and held it in 3 quarters.
WealthPLAN Partners's Innovator US Equity Accelerated ETF Quarterly position peaked at $967K in Q2 2023.
16 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF Quarterly as of Q3 2023.

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