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WealthPLAN Partners’s Innovator Uncapped Accelerated US Equity ETF XUSP Stock Holding History

WealthPLAN Partners’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
2024
Q3 		– Sell
-9,569
Closed -$353K – 315
2024
Q2 		$353K Hold
9,569
– – 0.04% 235
2024
Q1 		$337K Hold
9,569
– – 0.03% 245
2023
Q4 		$294K Sell
9,569
-1,459
-13% -$41K 0.03% 268
2023
Q3 		$295K Buy
+11,028
New +$313K 0.03% 264

Other funds holding XUSP

AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WealthPLAN Partners's XUSP Position: Q3 2024 in Review

WealthPLAN Partners sold out of Innovator Uncapped Accelerated US Equity ETF (XUSP) in Q3 2024, closing a stake of 9,569 shares — an estimated $353K sold.

WealthPLAN Partners first reported a position in XUSP in Q3 2023 and held it in 4 quarters. The position peaked at $353K in Q2 2024. 17 funds tracked by Wall St. Rank hold XUSP as of Q3 2024.

  • WealthPLAN Partners reported no remaining Innovator Uncapped Accelerated US Equity ETF position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 9,569 Innovator Uncapped Accelerated US Equity ETF shares in Q3 2024, an estimated $353K.
  • WealthPLAN Partners first reported a position in Innovator Uncapped Accelerated US Equity ETF in Q3 2023 and held it in 4 quarters.
  • WealthPLAN Partners's Innovator Uncapped Accelerated US Equity ETF position peaked at $353K in Q2 2024.
  • 17 funds tracked by Wall St. Rank held Innovator Uncapped Accelerated US Equity ETF as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.