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Welch Financial Planning’s Innovator Growth Accelerated ETF Quarterly XDQQ Stock Holding History

Welch Financial Planning’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
Q2 		$3.82M Buy
93,752
+8,753
+10% +$350K 2.22% 13
2026
Q1 		$3.14M Buy
84,999
+2,307
+3% +$90.4K 2.26% 15
2025
Q4 		$3.27M Buy
+82,692
New +$3.21M 2.38% 15

Other funds holding XDQQ

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Welch Financial Planning's XDQQ Position: Q2 2026 in Review

Welch Financial Planning increased its Innovator Growth Accelerated ETF Quarterly (XDQQ) stake by 10% in Q2 2026, buying an estimated $350K and bringing the position to 93,752 shares worth $3.82M. The position accounts for 2.22% of the portfolio, ranked #13.

Welch Financial Planning first reported a position in XDQQ in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold XDQQ as of Q2 2026.

  • Welch Financial Planning held 93,752 shares of Innovator Growth Accelerated ETF Quarterly worth $3.82M as of Q2 2026.
  • Welch Financial Planning bought 8,753 Innovator Growth Accelerated ETF Quarterly shares in Q2 2026, an estimated $350K.
  • Innovator Growth Accelerated ETF Quarterly made up 2.22% of Welch Financial Planning's portfolio in Q2 2026, its #13 holding.
  • Welch Financial Planning first reported a position in Innovator Growth Accelerated ETF Quarterly in Q4 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Innovator Growth Accelerated ETF Quarterly as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.