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 Q3	$637K	Buy	14,235 +1,095	+8%	+$48.2K	0.14%	73
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

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Andina Capital Management Lehi, Utah $69.4M AUM 8.18% 1-Year Est. Return

Vestia Personal Wealth Advisors Fort Wayne, Indiana $264M AUM 16.33% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

MY Wealth Management Germantown, Maryland $137M AUM 11.24% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Brown Wealth Management's XDSQ Position: Q3 2026 in Review

Brown Wealth Management increased its Innovator US Equity Accelerated ETF Quarterly (XDSQ) stake by 8.3% in Q3 2026, buying an estimated $48.2K and bringing the position to 14,235 shares worth $637K. The position accounts for 0.14% of the portfolio, ranked #73.

Brown Wealth Management first reported a position in XDSQ in Q1 2024 and has held it in 11 quarters since. The position peaked at $734K in Q4 2025. 13 funds tracked by Wall St. Rank hold XDSQ as of Q3 2026.

Brown Wealth Management held 14,235 shares of Innovator US Equity Accelerated ETF Quarterly worth $637K as of Q3 2026.
Brown Wealth Management bought 1,095 Innovator US Equity Accelerated ETF Quarterly shares in Q3 2026, an estimated $48.2K.
Innovator US Equity Accelerated ETF Quarterly made up 0.14% of Brown Wealth Management's portfolio in Q3 2026, its #73 holding.
Brown Wealth Management first reported a position in Innovator US Equity Accelerated ETF Quarterly in Q1 2024 and has held it in 11 quarters since.
Brown Wealth Management's Innovator US Equity Accelerated ETF Quarterly position peaked at $734K in Q4 2025.
13 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF Quarterly as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.