SFMG Wealth Advisors’s Innovator US Equity Accelerated ETF Quarterly XDSQ Stock Holding History

SFMG Wealth Advisors’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	$222K	Sell	5,161 -2,545	-33%	-$107K	0.01%	295
2026 Q1	$305K	Sell	7,706 -40,302	-84%	-$1.68M	0.02%	248
2025 Q4	$2M	Sell	48,008 -101	-0.2%	-$4.1K	0.13%	71
2025 Q3	$1.92M	Sell	48,109 -2,858	-6%	-$111K	0.13%	73
2025 Q2	$1.91M	Hold	50,967	–	–	0.14%	74
2025 Q1	$1.77M	Sell	50,967 -107	-0.2%	-$3.92K	0.14%	75
2024 Q4	$1.86M	Sell	51,074 -363	-0.7%	-$13.1K	0.15%	72
2024 Q3	$1.8M	Sell	51,437 -515	-1%	-$17.4K	0.15%	72
2024 Q2	$1.72M	Buy	51,952 +2,798	+6%	+$88K	0.15%	72
2024 Q1	$1.54M	Sell	49,154 -3,635	-7%	-$111K	0.13%	78
2023 Q4	$1.56M	Buy	+52,789	New	+$1.51M	0.14%	76

Other funds holding XDSQ

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

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

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BCM

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

ACM

Andina Capital Management Lehi, Utah $62M AUM 12.06% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

SFMG Wealth Advisors's XDSQ Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its Innovator US Equity Accelerated ETF Quarterly (XDSQ) stake by 33% in Q2 2026, selling an estimated $107K and leaving 5,161 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #295.

SFMG Wealth Advisors first reported a position in XDSQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2M in Q4 2025. 46 funds tracked by Wall St. Rank hold XDSQ as of Q2 2026.

SFMG Wealth Advisors held 5,161 shares of Innovator US Equity Accelerated ETF Quarterly worth $222K as of Q2 2026.
SFMG Wealth Advisors sold 2,545 Innovator US Equity Accelerated ETF Quarterly shares in Q2 2026, an estimated $107K.
Innovator US Equity Accelerated ETF Quarterly made up 0.01% of SFMG Wealth Advisors's portfolio in Q2 2026, its #295 holding.
SFMG Wealth Advisors first reported a position in Innovator US Equity Accelerated ETF Quarterly in Q4 2023 and has held it in 11 quarters since.
SFMG Wealth Advisors's Innovator US Equity Accelerated ETF Quarterly position peaked at $2M in Q4 2025.
46 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF Quarterly as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.