DHJJ Financial Advisors, Ltd. XDQQ INNOVATOR ETFS TR

Ownership history in DHJJ Financial Advisors, Ltd.  ·  12 quarters on record

AI Ownership Summary

DHJJ Financial Advisors, Ltd. reported INNOVATOR ETFS TR (XDQQ) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows XDQQ 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 XDQQ 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 Q2

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

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 XDQQ — position size vs. price
% of Fund (quarterly)    XDQQ 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 Q2 UNCHANGED 40 0% 0.00% $2K 2026-07-24 $38.46
2026 Q1 UNCHANGED 40 0% 0.00% $1K 2026-04-09 $38.61
2025 Q4 UNCHANGED 40 0% 0.00% $2K 2026-01-23 $40.06
2025 Q3 UNCHANGED 40 0% 0.00% $2K 2025-10-20 $38.46
2025 Q2 UNCHANGED 40 0% 0.00% $1K 2025-07-21 $35.74
2025 Q1 UNCHANGED 40 0% 0.00% $1K 2025-04-18 $30.24
2024 Q4 UNCHANGED 40 0% 0.00% $1K 2025-01-30 $35.55
2024 Q3 UNCHANGED 40 0% 0.00% $1K 2024-10-22 $32.57
2024 Q2 UNCHANGED 40 0% 0.00% $1K 2024-07-12 $31.60
2024 Q1 UNCHANGED 40 0% 0.00% $1K 2024-04-11 $28.56
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DHJJ Financial Advisors, Ltd. and XDQQ

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 XDQQ?

DHJJ Financial Advisors, Ltd. reported XDQQ across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for XDQQ was 0.00% in 2024 Q4.

What is the latest reported XDQQ position on this page?

The most recent filing on this page is 2026 Q2, when DHJJ Financial Advisors, Ltd. reported 40 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this XDQQ ownership page compare?

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