Brown Wealth Management’s Innovator US Equity Accelerated ETF Quarterly XDSQ Stock Holding History

Brown Wealth Management’s Portfolio XDSQ Stock Details XDSQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$564K	Sell	13,140 -4,599	-26%	-$194K	0.13%	76
2026 Q1	$702K	Buy	17,739 +93	+0.5%	+$3.87K	0.18%	67
2025 Q4	$734K	Buy	17,646 +1,708	+11%	+$69.4K	0.19%	64
2025 Q3	$635K	Buy	15,938 +2,297	+17%	+$89K	0.18%	66
2025 Q2	$510K	Buy	13,641 +2,985	+28%	+$106K	0.16%	66
2025 Q1	$370K	Buy	10,656 +624	+6%	+$22.8K	0.13%	71
2024 Q4	$366K	Sell	10,032 -188	-2%	-$6.79K	0.13%	61
2024 Q3	$358K	Sell	10,220 -4,376	-30%	-$148K	0.13%	62
2024 Q2	$485K	Buy	14,596 +6,978	+92%	+$219K	0.2%	55
2024 Q1	$238K	Buy	+7,618	New	+$233K	0.1%	82

Other funds holding XDSQ

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

KTM

Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Brown Wealth Management's XDSQ Position: Q2 2026 in Review

Brown Wealth Management reduced its Innovator US Equity Accelerated ETF Quarterly (XDSQ) stake by 26% in Q2 2026, selling an estimated $194K and leaving 13,140 shares worth $564K. The position accounts for 0.13% of the portfolio, ranked #76.

Brown Wealth Management first reported a position in XDSQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $734K in Q4 2025. 18 funds tracked by Wall St. Rank hold XDSQ as of Q2 2026.

Brown Wealth Management held 13,140 shares of Innovator US Equity Accelerated ETF Quarterly worth $564K as of Q2 2026.
Brown Wealth Management sold 4,599 Innovator US Equity Accelerated ETF Quarterly shares in Q2 2026, an estimated $194K.
Innovator US Equity Accelerated ETF Quarterly made up 0.13% of Brown Wealth Management's portfolio in Q2 2026, its #76 holding.
Brown Wealth Management first reported a position in Innovator US Equity Accelerated ETF Quarterly in Q1 2024 and has held it in 10 quarters since.
Brown Wealth Management's Innovator US Equity Accelerated ETF Quarterly position peaked at $734K in Q4 2025.
18 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF Quarterly as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.