DHJJ Financial Advisors, Ltd. NMAY β€” INNOVATOR ETFS TRUST

Ownership history in DHJJ Financial Advisors, Ltd.  Β·  4 quarters on record

AI Ownership Summary

DHJJ Financial Advisors, Ltd. reported INNOVATOR ETFS TRUST (NMAY) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.11% in 2025 Q2. The latest visible filing shows NMAY at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NMAY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DHJJ Financial Advisors, Ltd.'s position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NMAY was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DHJJ Financial Advisors, Ltd. held NMAY β€” position size vs. price
% of Fund (quarterly)    NMAY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 5.8% +4.7% ❌ 9,868 -603 -5.8% 0.09% $277K 2026-04-09 $28.40
2025 Q4 REDUCED 8.7% +0.7% ❌ 10,471 -1,004 -8.7% 0.10% $292K 2026-01-23 $27.98
2025 Q3 UNCHANGED β€” β€” β€” 11,475 β€” 0% 0.11% $313K 2025-10-20 $27.38
2025 Q2 INITIATED β€” β€” β€” 11,475 β€” β€” 0.11% $302K 2025-07-21 $26.60

🏒 Other funds also holding NMAY

As of 2026 Q2 β€” sorted by position size

Dynamic Advisor Solutions LLC 3Y 7Y 0.01% INDEPENDENT FINANCIAL GROUP, LLC 0.01% CoreCap Advisors, LLC 3Y 0.0%

FAQ About DHJJ Financial Advisors, Ltd. and NMAY

These are the practical questions this page is built to answer before you even open the full history table.

How long has DHJJ Financial Advisors, Ltd. reported owning NMAY?

DHJJ Financial Advisors, Ltd. reported NMAY across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported NMAY position in DHJJ Financial Advisors, Ltd.'s portfolio?

The largest reported portfolio weight for NMAY was 0.11% in 2025 Q2.

What is the latest reported NMAY position on this page?

The most recent filing on this page is 2026 Q1, when DHJJ Financial Advisors, Ltd. reported 9,868 shares, equal to 0.09% of portfolio, with an estimated market value of $277K.

What does the chart on this NMAY ownership page compare?

The chart compares DHJJ Financial Advisors, Ltd.'s quarterly NMAY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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