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Journey Retirement Planning & Investment Management’s Innovator Growth Accelerated ETF Quarterly XDQQ Stock Holding History

Journey Retirement Planning & Investment Management’s Portfolio XDQQ Stock Details XDQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,924
Closed -$274K – 246
2025
Q4 		$274K Buy
+6,924
New +$269K 0.06% 209

Other funds holding XDQQ

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Journey Retirement Planning & Investment Management's XDQQ Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Innovator Growth Accelerated ETF Quarterly (XDQQ) in Q1 2026, closing a stake of 6,924 shares — an estimated $274K sold.

Journey Retirement Planning & Investment Management first reported a position in XDQQ in Q4 2025 and held it in 1 quarter. The position peaked at $274K in Q4 2025. 36 funds tracked by Wall St. Rank hold XDQQ as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Innovator Growth Accelerated ETF Quarterly position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 6,924 Innovator Growth Accelerated ETF Quarterly shares in Q1 2026, an estimated $274K.
  • Journey Retirement Planning & Investment Management first reported a position in Innovator Growth Accelerated ETF Quarterly in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Innovator Growth Accelerated ETF Quarterly position peaked at $274K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Innovator Growth Accelerated ETF Quarterly as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.