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Innovator Us Eqy Accl-quart shares owned by SFMG Wealth Advisors

Quarter-by-quarter ownership of Innovator Us Eqy Accl-quart (XDSQ) shares owned by SFMG Wealth Advisors from 13F filings

Historical chart of SFMG Wealth Advisors investment in Innovator Us Eqy Accl-quart

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Quarterly reported holdings in Innovator Us Eqy Accl-quart by SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 51k 35.08
2024-06-30 $1.7M 52k 33.20
2024-03-31 $1.5M 49k 31.26
2023-12-31 $1.6M 53k 29.60

More positions owned by SFMG Wealth Advisors

Atmos Energy Corporation (ATO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Long Term Us (SCHQ)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for SFMG Wealth Advisors

Top funds holding Innovator Us Eqy Accl-quart

Cambridge Investment Research Advisors
Andina Capital Management
Advisor Group Holdings
Cetera Investment Advisers
Authentikos Wealth Advisory
SFMG Wealth Advisors
SRS Capital Advisors
Vestia Personal Wealth Advisors
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Commonwealth Equity Services
Atria Wealth Solutions
Brookstone Capital Management
Encompass More Asset Management
Capasso Planning Partners
First Commonwealth Financial Corporation

View all funds holding Innovator Us Eqy Accl-quart