Pitti Group Wealth Management, LLC XDSQ INNOVATOR ETFS TRUST

Ownership history in Pitti Group Wealth Management, LLC  ·  5 quarters on record

AI Ownership Summary

Pitti Group Wealth Management, LLC reported INNOVATOR ETFS TRUST (XDSQ) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.57% in 2025 Q1. The latest visible filing shows XDSQ at 0.46% 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 XDSQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pitti Group 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
2026 Q1

XDSQ was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2025 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.

How Pitti Group Wealth Management, LLC held XDSQ — position size vs. price
% of Fund (quarterly)    XDSQ 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 UNCHANGED 14,370 0% 0.46% $569K 2026-05-15 $42.44
2025 Q4 REDUCED 14,370 -4 -0.0% 0.49% $598K 2026-02-13 $41.78
2025 Q3 REDUCED 12.2% +5.7% 14,374 -2,000 -12.2% 0.49% $573K 2025-11-07 $40.14
2025 Q2 ADDED 16,374 +500 +3.1% 0.53% $612K 2025-07-15 $37.75
2025 Q1 INITIATED 15,874 0.57% $552K 2025-04-11 $33.25

FAQ About Pitti Group Wealth Management, LLC and XDSQ

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

How long has Pitti Group Wealth Management, LLC reported owning XDSQ?

Pitti Group Wealth Management, LLC reported XDSQ across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported XDSQ position in Pitti Group Wealth Management, LLC's portfolio?

The largest reported portfolio weight for XDSQ was 0.57% in 2025 Q1.

What is the latest reported XDSQ position on this page?

The most recent filing on this page is 2026 Q1, when Pitti Group Wealth Management, LLC reported 14,370 shares, equal to 0.46% of portfolio, with an estimated market value of $569K.

What does the chart on this XDSQ ownership page compare?

The chart compares Pitti Group Wealth Management, LLC's quarterly XDSQ 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 Pitti Group Wealth Management, LLC time their XDSQ position?

Based on 13F filing dates vs. subsequent XDSQ price moves, Pitti Group Wealth Management, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on XDSQ relative to SPY over the holding period was -8.1%.

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