DHJJ Financial Advisors, Ltd. NMAR — INNOVATOR ETFS TRUST

Ownership history in DHJJ Financial Advisors, Ltd.  ·  5 quarters on record

AI Ownership Summary

DHJJ Financial Advisors, Ltd. reported INNOVATOR ETFS TRUST (NMAR) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.08% in 2026 Q1. The latest visible filing shows NMAR at 0.08% 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 NMAR 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

NMAR was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 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.

NMAR stock page DHJJ Financial Advisors, Ltd. fund profile DHJJ Financial Advisors, Ltd. full holdings
How DHJJ Financial Advisors, Ltd. held NMAR — position size vs. price
% of Fund (quarterly)    NMAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 8,098 +4,183 +106.8% 0.08% $238K 2026-04-09 $30.29
2025 Q4 UNCHANGED — — — 3,915 — 0% 0.04% $116K 2026-01-23 $29.71
2025 Q3 REDUCED — — — 3,915 -100 -2.5% 0.04% $113K 2025-10-20 $28.90
2025 Q2 ADDED — — — 4,015 +40 +1.0% 0.04% $111K 2025-07-21 $27.91
2025 Q1 INITIATED — — — 3,975 — — 0.04% $101K 2025-04-18 $24.50

🏢 Other funds also holding NMAR

As of 2026 Q1 — sorted by position size

Element Squared LLC 21.94% Cornerstone Wealth, LLC/TN 3.18% CORRADO ADVISORS, LLC 3Y 7Y 1.25% Arete Wealth Advisors, LLC 3Y 7Y 0.78% TrustBank 0.3% FSA Advisors, Inc. 0.17% Diligent Investors, LLC 3Y 7Y 0.09% Stonebridge Financial Group, LLC 0.04% Cyndeo Wealth Partners, LLC 3Y 0.03% Keating Financial Advisory Services, Inc. 0.03%

FAQ About DHJJ Financial Advisors, Ltd. and NMAR

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 NMAR?

DHJJ Financial Advisors, Ltd. reported NMAR across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

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

The largest reported portfolio weight for NMAR was 0.08% in 2026 Q1.

What is the latest reported NMAR position on this page?

The most recent filing on this page is 2026 Q1, when DHJJ Financial Advisors, Ltd. reported 8,098 shares, equal to 0.08% of portfolio, with an estimated market value of $238K.

What does the chart on this NMAR ownership page compare?

The chart compares DHJJ Financial Advisors, Ltd.'s quarterly NMAR 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 NMAR position?

Based on 13F filing dates vs. subsequent NMAR price moves, DHJJ Financial Advisors, Ltd. correctly timed 2 out of 3 reported position changes (67%).

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