DHJJ Financial Advisors’s Innovator US Equity Accelerated ETF October XDOC Stock Holding History

DHJJ Financial Advisors’s Portfolio XDOC Stock Details XDOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,810	Closed	-$95.3K	–	1044
2025 Q3	$95.3K	Hold	2,810	–	–	0.03%	269
2025 Q2	$90.9K	Hold	2,810	–	–	0.03%	264
2025 Q1	$82.2K	Hold	2,810	–	–	0.03%	245
2024 Q4	$85.2K	Hold	2,810	–	–	0.03%	240
2024 Q3	$83.2K	Sell	2,810 -200	-7%	-$5.87K	0.03%	240
2024 Q2	$87.7K	Sell	3,010 -695	-19%	-$20K	0.04%	215
2024 Q1	$106K	Hold	3,705	–	–	0.05%	195
2023 Q4	$101K	Sell	3,705 -305	-8%	-$7.92K	0.05%	193
2023 Q3	$100K	Buy	+4,010	New	+$99.4K	0.05%	185

Other funds holding XDOC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

DHJJ Financial Advisors's XDOC Position: Q4 2025 in Review

DHJJ Financial Advisors sold out of Innovator US Equity Accelerated ETF October (XDOC) in Q4 2025, closing a stake of 2,810 shares — an estimated $95.3K sold.

DHJJ Financial Advisors first reported a position in XDOC in Q3 2023 and held it in 9 quarters. The position peaked at $106K in Q1 2024. 1 fund tracked by Wall St. Rank holds XDOC as of Q4 2025.

DHJJ Financial Advisors reported no remaining Innovator US Equity Accelerated ETF October position as of Q4 2025 after selling out during the quarter.
DHJJ Financial Advisors sold 2,810 Innovator US Equity Accelerated ETF October shares in Q4 2025, an estimated $95.3K.
DHJJ Financial Advisors first reported a position in Innovator US Equity Accelerated ETF October in Q3 2023 and held it in 9 quarters.
DHJJ Financial Advisors's Innovator US Equity Accelerated ETF October position peaked at $106K in Q1 2024.
1 fund tracked by Wall St. Rank held Innovator US Equity Accelerated ETF October as of Q4 2025.

Based on DHJJ Financial Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.