XUSP β€” INNOVATOR ETFS TRUST

Ownership history in HFG Wealth Management, LLC  Β·  4 quarters on record

AI Ownership Summary

HFG Wealth Management, LLC reported INNOVATOR ETFS TRUST (XUSP) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.32% in 2025 Q3. The latest visible filing shows XUSP at 0.31% 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 XUSP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HFG Wealth Management, LLC'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
2025 Q4

XUSP was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2025 Q3

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 2025 Q4

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 HFG Wealth Management, LLC held XUSP β€” position size vs. price
% of Fund (quarterly)    XUSP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 11,997 -1,970 -14.1% 0.31% $570K 2026-02-14 (Est.) $47.22
2025 Q3 ADDED 13,967 +24 +0.2% 0.32% $587K 2025-10-03 $46.71
2025 Q2 ADDED 13,943 +2,296 +19.7% 0.32% $521K 2025-07-09 $42.61
2025 Q1 INITIATED 11,647 β€” β€” 0.28% $468K 2025-04-08 $33.00

FAQ About HFG Wealth Management, LLC and XUSP

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

How long has HFG Wealth Management, LLC reported owning XUSP?

HFG Wealth Management, LLC reported XUSP across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported XUSP position in HFG Wealth Management, LLC's portfolio?

The largest reported portfolio weight for XUSP was 0.32% in 2025 Q3.

What is the latest reported XUSP position on this page?

The most recent filing on this page is 2025 Q4, when HFG Wealth Management, LLC reported 11,997 shares, equal to 0.31% of portfolio, with an estimated market value of $570K.

What does the chart on this XUSP ownership page compare?

The chart compares HFG Wealth Management, LLC's quarterly XUSP 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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