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Innovator Growth Accelerated ETF - Quarterly (XDQQ) Institutional Ownership

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$27.18
-0.27 (-0.98%)
(As of 04/25/2024 ET)
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Institutional Ownership Changes (13F Filings) for Innovator Growth Accelerated ETF - Quarterly (BATS:XDQQ)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$11.17M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$843.36K
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XDQQ Institutional Buying and Selling by Quarter

Innovator Growth Accelerated ETF - Quarterly Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024 Cambridge Investment Research Advisors Inc.199,373$5.66M0.0%+1.6%17.644%
4/24/2024 Capasso Planning Partners LLC50,324$1.43M0.6%+8.3%4.453%
4/15/2024 Brookstone Capital Management23,788$676K0.0%+24.5%2.105%
2/12/2024Steward Partners Investment Advisory LLC24,881$658K0.0%-4.3%2.619%
2/9/2024 Cambridge Investment Research Advisors Inc.196,171$5.19M0.0%+11.6%20.650%
1/26/2024 Capasso Planning Partners LLC46,488$1.23M0.6%N/A4.893%
1/11/2024 Brookstone Capital Management19,112$505K0.0%+34.1%2.012%
11/6/2023Authentikos Wealth Advisory LLC124,785$3.02M2.9%-7.8%13.135%
10/24/2023 Cambridge Investment Research Advisors Inc.175,728$4.26M0.0%+12.2%18.498%
10/23/2023Commonwealth Equity Services LLC166,475$4.03M0.0%+1,333.8%17.524%
10/11/2023AE Wealth Management LLC128,553$3.11M0.0%-5.1%13.532%
8/10/2023Cetera Investment Advisers32,156$806K0.0%N/A3.385%
7/31/2023WealthPLAN Partners LLC12,189$305K0.0%-20.7%2.593%
7/20/2023Authentikos Wealth Advisory LLC135,326$3.39M3.2%-4.8%28.793%
7/13/2023 Cambridge Investment Research Advisors Inc.156,642$3.93M0.0%N/A33.328%
7/10/2023AE Wealth Management LLC135,400$3.39M0.0%-4.0%28.809%
4/14/2023AE Wealth Management LLC141,083$3.22M0.0%-3.2%25.651%
4/4/2023Authentikos Wealth Advisory LLC142,160$2.89M2.9%N/A25.847%
3/6/2023OLD Mission Capital LLC4,580$93K0.0%-67.1%0.000%
2/7/2023Vantage Financial Partners Ltd. Inc.306,043$6.22M3.6%-0.4%0.000%
2/3/2023Capital Investment Advisory Services LLC92,671$1.88M0.2%N/A0.000%
1/31/2023AE Wealth Management LLC145,690$2.96M0.0%+2.9%0.000%
1/11/2023Arkadios Wealth Advisors19,760$401K0.1%-35.2%0.000%
12/12/2022WealthPlan Investment Management LLC15,790$346K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

XDQQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XDQQ shares?

During the previous two years, 14 institutional investors and hedge funds held shares of Innovator Growth Accelerated ETF - Quarterly. The most heavily invested institutionals were Vantage Financial Partners Ltd. Inc. ($6.22M), Cambridge Investment Research Advisors Inc. ($5.66M), Commonwealth Equity Services LLC ($4.03M), AE Wealth Management LLC ($3.11M), Authentikos Wealth Advisory LLC ($3.02M), Capital Investment Advisory Services LLC ($1.88M), and Capasso Planning Partners LLC ($1.43M).Learn more on XDQQ's institutional investors.

Which institutional investors have been buying Innovator Growth Accelerated ETF - Quarterly stock?

Of the 9 institutional investors that purchased Innovator Growth Accelerated ETF - Quarterly stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cambridge Investment Research Advisors Inc. ($199.37K), Commonwealth Equity Services LLC ($154.86K), Authentikos Wealth Advisory LLC ($142.16K), Capital Investment Advisory Services LLC ($92.67K), Capasso Planning Partners LLC ($50.32K), Cetera Investment Advisers ($32.16K), and WealthPlan Investment Management LLC ($15.79K).

How much institutional buying is happening at Innovator Growth Accelerated ETF - Quarterly?

Institutional investors have bought a total of 700,991 shares in the last 24 months. This purchase volume represents approximately $16.70M in transactions.

Which Innovator Growth Accelerated ETF - Quarterly major shareholders have been selling company stock?

The following institutional investors have sold Innovator Growth Accelerated ETF - Quarterly stock in the last 24 months: Authentikos Wealth Advisory LLC ($17.38K), AE Wealth Management LLC ($17.14K), Arkadios Wealth Advisors ($10.75K), OLD Mission Capital LLC ($9.35K), WealthPLAN Partners LLC ($3.18K), Vantage Financial Partners Ltd. Inc. ($1.35K), and Steward Partners Investment Advisory LLC ($1.11K).

How much institutional selling is happening at Innovator Growth Accelerated ETF - Quarterly?

Institutional investors have sold a total of 60,245 shares in the last 24 months. This volume of shares sold represents approximately $1.38M in transactions.


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This page (BATS:XDQQ) was last updated on 4/25/2024 by MarketBeat.com Staff

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