SWA
SFMG Wealth Advisors’s Innovator US Equity Accelerated ETF Quarterly XDSQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Hold |
50,967
| – | – | 0.14% | 74 |
|
|
2025
Q1 | $1.77M | Sell |
50,967
-107
| -0.2% | -$3.72K | 0.14% | 75 |
|
|
2024
Q4 | $1.86M | Sell |
51,074
-363
| -0.7% | -$13.2K | 0.15% | 72 |
|
|
2024
Q3 | $1.8M | Sell |
51,437
-515
| -1% | -$18.1K | 0.15% | 72 |
|
|
2024
Q2 | $1.72M | Buy |
51,952
+2,798
| +6% | +$92.9K | 0.15% | 72 |
|
|
2024
Q1 | $1.54M | Sell |
49,154
-3,635
| -7% | -$114K | 0.13% | 78 |
|
|
2023
Q4 | $1.56M | Buy |
+52,789
| New | +$1.56M | 0.14% | 76 |
|