DHJJ Financial Advisors, Ltd. QTOC — INNOVATOR ETFS TR

Ownership history in DHJJ Financial Advisors, Ltd.  ·  11 quarters on record

AI Ownership Summary

DHJJ Financial Advisors, Ltd. reported INNOVATOR ETFS TR (QTOC) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows QTOC at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this QTOC 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 TR, 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

QTOC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

QTOC stock page DHJJ Financial Advisors, Ltd. fund profile DHJJ Financial Advisors, Ltd. full holdings
How DHJJ Financial Advisors, Ltd. held QTOC — position size vs. price
% of Fund (quarterly)    QTOC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 45 — 0% 0.00% $1K 2026-04-09 $34.56
2025 Q4 UNCHANGED — — — 45 — 0% 0.00% $2K 2026-01-23 $34.61
2025 Q3 UNCHANGED — — — 45 — 0% 0.00% $1K 2025-10-20 $33.64
2025 Q2 UNCHANGED — — — 45 — 0% 0.00% $1K 2025-07-21 $32.37
2025 Q1 REDUCED 86.8% +15.5% ❌ 45 -295 -86.8% 0.00% $1K 2025-04-18 $25.96
2024 Q4 UNCHANGED — — — 340 — 0% 0.00% $10K 2025-01-30 $29.93
2024 Q3 REDUCED 42.4% +5.4% ❌ 340 -250 -42.4% 0.00% $10K 2024-10-22 $28.43
2024 Q2 UNCHANGED — — — 590 — 0% 0.01% $16K 2024-07-12 $27.59
2024 Q1 UNCHANGED — — — 590 — 0% 0.01% $16K 2024-04-11 $26.72
2023 Q4 REDUCED 16.9% +4.8% ❌ 590 -120 -16.9% 0.01% $15K 2024-01-30 $26.05
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding QTOC

As of 2026 Q1 — sorted by position size

Welch Financial Planning, LLC 0.48% Sunbelt Securities, Inc. 3Y 7Y 0.07% Brookwood Investment Group LLC 0.07% OLD MISSION CAPITAL LLC 3Y 7Y 0.01% CARY STREET PARTNERS FINANCIAL LLC 0.01% World Investment Advisors 3Y 7Y 0.01% Kestra Advisory Services, LLC 3Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% RED REEF ADVISORS LLC 0.0%

FAQ About DHJJ Financial Advisors, Ltd. and QTOC

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 QTOC?

DHJJ Financial Advisors, Ltd. reported QTOC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for QTOC was 0.01% in 2023 Q4.

What is the latest reported QTOC position on this page?

The most recent filing on this page is 2026 Q1, when DHJJ Financial Advisors, Ltd. reported 45 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this QTOC ownership page compare?

The chart compares DHJJ Financial Advisors, Ltd.'s quarterly QTOC 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.

How well did DHJJ Financial Advisors, Ltd. time their QTOC position?

Based on 13F filing dates vs. subsequent QTOC price moves, DHJJ Financial Advisors, Ltd. correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on QTOC relative to SPY over the holding period was -3.8%.

← Back to DHJJ Financial Advisors, Ltd. Holdings