XTAP β€” INNOVATOR ETFS TRUST US EQT ACCEL PLS

Ownership history in IFP Advisors, Inc  Β·  3 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported INNOVATOR ETFS TRUST US EQT ACCEL PLS (XTAP) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. The latest visible filing shows XTAP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XTAP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in INNOVATOR ETFS TRUST US EQT ACCEL PLS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XTAP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IFP Advisors, Inc held XTAP β€” position size vs. price
% of Fund (quarterly)    XTAP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 936 β€” 0% 0.00% $38K 2026-02-14 (Est.) $40.92
2025 Q3 ADDED 936 +27 +3.0% 0.00% $37K 2025-12-02 $40.25
2025 Q2 INITIATED 909 β€” β€” 0.00% $35K 2025-07-24 $38.83

FAQ About IFP Advisors, Inc and XTAP

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFP Advisors, Inc reported owning XTAP?

IFP Advisors, Inc reported XTAP across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported XTAP position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for XTAP was 0.00% in 2025 Q2.

What is the latest reported XTAP position on this page?

The most recent filing on this page is 2025 Q4, when IFP Advisors, Inc reported 936 shares, equal to 0.00% of portfolio, with an estimated market value of $38K.

What does the chart on this XTAP ownership page compare?

The chart compares IFP Advisors, Inc's quarterly XTAP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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