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Welch Financial Planning’s Innovator Growth Accelerated Plus ETF April QTAP Stock Holding History

Welch Financial Planning’s Portfolio QTAP Stock Details QTAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,935
Closed -$221K – 70
2025
Q4 		$221K Buy
+4,935
New +$218K 0.16% 59

Other funds holding QTAP

SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Welch Financial Planning's QTAP Position: Q1 2026 in Review

Welch Financial Planning sold out of Innovator Growth Accelerated Plus ETF April (QTAP) in Q1 2026, closing a stake of 4,935 shares — an estimated $221K sold.

Welch Financial Planning first reported a position in QTAP in Q4 2025 and held it in 1 quarter. The position peaked at $221K in Q4 2025. 16 funds tracked by Wall St. Rank hold QTAP as of Q1 2026.

  • Welch Financial Planning reported no remaining Innovator Growth Accelerated Plus ETF April position as of Q1 2026 after selling out during the quarter.
  • Welch Financial Planning sold 4,935 Innovator Growth Accelerated Plus ETF April shares in Q1 2026, an estimated $221K.
  • Welch Financial Planning first reported a position in Innovator Growth Accelerated Plus ETF April in Q4 2025 and held it in 1 quarter.
  • Welch Financial Planning's Innovator Growth Accelerated Plus ETF April position peaked at $221K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Innovator Growth Accelerated Plus ETF April as of Q1 2026.

Based on Welch Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.