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AE Wealth Management’s Innovator US Equity Accelerated Plus ETF January XTJA Stock Holding History

AE Wealth Management’s Portfolio XTJA Stock Details XTJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$609 Hold
20
– – ﹤0.01% 2536
2025
Q4 		$633 Hold
20
– – ﹤0.01% 2401
2025
Q3 		$616 Hold
20
– – ﹤0.01% 2231
2025
Q2 		$588 Hold
20
– – ﹤0.01% 2099
2025
Q1 		$537 Sell
20
-21
-51% -$585 ﹤0.01% 2100
2024
Q4 		$1.14K Buy
+41
New +$1.13K ﹤0.01% 2033

Other funds holding XTJA

MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

AE Wealth Management's XTJA Position: Q1 2026 in Review

AE Wealth Management held its Innovator US Equity Accelerated Plus ETF January (XTJA) position steady in Q1 2026 at 20 shares worth $609. The position accounts for ﹤0.01% of the portfolio, ranked #2536.

AE Wealth Management first reported a position in XTJA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.14K in Q4 2024. 19 funds tracked by Wall St. Rank hold XTJA as of Q1 2026.

  • AE Wealth Management held 20 shares of Innovator US Equity Accelerated Plus ETF January worth $609 as of Q1 2026.
  • AE Wealth Management left its Innovator US Equity Accelerated Plus ETF January share count unchanged in Q1 2026.
  • Innovator US Equity Accelerated Plus ETF January made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2536 holding.
  • AE Wealth Management first reported a position in Innovator US Equity Accelerated Plus ETF January in Q4 2024 and has held it in 6 quarters since.
  • AE Wealth Management's Innovator US Equity Accelerated Plus ETF January position peaked at $1.14K in Q4 2024.
  • 19 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF January as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.