XUSP β€” INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF

Ownership history in IFS Advisors, LLC  Β·  14 quarters on record

AI Ownership Summary

IFS Advisors, LLC reported INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF (XUSP) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.07% in 2025 Q2. The latest visible filing shows XUSP at 0.06% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XUSP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFS Advisors, LLC's position in INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF, 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

XUSP was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% 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
2023 Q4 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 IFS Advisors, LLC held XUSP β€” position size vs. price
% of Fund (quarterly)    XUSP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,282 +86 +3.9% 0.06% $108K 2026-02-14 (Est.) $47.22
2025 Q3 UNCHANGED 2,196 β€” 0% 0.06% $102K 2025-10-15 $46.20
2025 Q2 UNCHANGED 2,196 β€” 0% 0.07% $92K 2025-07-22 $42.95
2025 Q1 ADDED 2,196 +2,025 +1184.2% 0.07% $82K 2025-04-10 $35.05
2024 Q4 UNCHANGED 171 β€” 0% 0.01% $7K 2025-01-15 $40.84
2024 Q3 UNCHANGED 171 β€” 0% 0.01% $7K 2024-10-15 $40.06
2024 Q2 UNCHANGED 171 β€” 0% 0.01% $6K 2024-07-29 $36.83
2024 Q1 UNCHANGED 171 β€” 0% 0.01% $6K 2024-04-04 $34.16
2023 Q4 UNCHANGED 171 β€” 0% 0.01% $5K 2024-01-05 $29.96
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About IFS Advisors, LLC and XUSP

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

How long has IFS Advisors, LLC reported owning XUSP?

IFS Advisors, LLC reported XUSP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XUSP position in IFS Advisors, LLC's portfolio?

The largest reported portfolio weight for XUSP was 0.07% in 2025 Q2.

What is the latest reported XUSP position on this page?

The most recent filing on this page is 2025 Q4, when IFS Advisors, LLC reported 2,282 shares, equal to 0.06% of portfolio, with an estimated market value of $108K.

What does the chart on this XUSP ownership page compare?

The chart compares IFS Advisors, LLC's quarterly XUSP 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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