AF
XDJA

Advisornet Financial’s Innovator U.S. Equity Accelerated ETF - January XDJA Stock Holding History

Advisornet Financial’s Portfolio XDJA Stock Details XDJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12
Closed -$277 – 2530
2023
Q3 		$277 Buy
+12
New +$279 ﹤0.01% 2092

Other funds holding XDJA

UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Advisornet Financial's XDJA Position: Q4 2023 in Review

Advisornet Financial sold out of Innovator U.S. Equity Accelerated ETF - January (XDJA) in Q4 2023, closing a stake of 12 shares — an estimated $277 sold.

Advisornet Financial first reported a position in XDJA in Q3 2023 and held it in 1 quarter. The position peaked at $277 in Q3 2023. 9 funds tracked by Wall St. Rank hold XDJA as of Q4 2023.

  • Advisornet Financial reported no remaining Innovator U.S. Equity Accelerated ETF - January position as of Q4 2023 after selling out during the quarter.
  • Advisornet Financial sold 12 Innovator U.S. Equity Accelerated ETF - January shares in Q4 2023, an estimated $277.
  • Advisornet Financial first reported a position in Innovator U.S. Equity Accelerated ETF - January in Q3 2023 and held it in 1 quarter.
  • Advisornet Financial's Innovator U.S. Equity Accelerated ETF - January position peaked at $277 in Q3 2023.
  • 9 funds tracked by Wall St. Rank held Innovator U.S. Equity Accelerated ETF - January as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.