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 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

ACM

Andina Capital Management Lehi, Utah $113M AUM 7.76% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

SFMG Wealth Advisors's XDSQ Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Innovator US Equity Accelerated ETF Quarterly (XDSQ) stake by 84% in Q1 2026, selling an estimated $1.68M and leaving 7,706 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #248.

SFMG Wealth Advisors first reported a position in XDSQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $2M in Q4 2025. 44 funds tracked by Wall St. Rank hold XDSQ as of Q1 2026.

SFMG Wealth Advisors held 7,706 shares of Innovator US Equity Accelerated ETF Quarterly worth $305K as of Q1 2026.
SFMG Wealth Advisors sold 40,302 Innovator US Equity Accelerated ETF Quarterly shares in Q1 2026, an estimated $1.68M.
Innovator US Equity Accelerated ETF Quarterly made up 0.02% of SFMG Wealth Advisors's portfolio in Q1 2026, its #248 holding.
SFMG Wealth Advisors first reported a position in Innovator US Equity Accelerated ETF Quarterly in Q4 2023 and has held it in 10 quarters since.
SFMG Wealth Advisors's Innovator US Equity Accelerated ETF Quarterly position peaked at $2M in Q4 2025.
44 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF Quarterly as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.