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

Allworth 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
2024 Q3	–	Sell	-131	Closed	-$3.58K	–	3885
2024 Q2	$3.58K	Hold	131	–	–	﹤0.01%	2666
2024 Q1	$3.44K	Sell	131 -102	-44%	-$2.59K	﹤0.01%	2570
2023 Q4	$5.71K	Hold	233	–	–	﹤0.01%	2217
2023 Q3	$5.38K	Sell	233 -247,476	-100%	-$5.76M	﹤0.01%	2070
2023 Q2	$5.72M	Buy	+247,709	New	+$5.46M	0.05%	155

Other funds holding XDJA

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allworth Financial's XDJA Position: Q3 2024 in Review

Allworth Financial sold out of Innovator U.S. Equity Accelerated ETF - January (XDJA) in Q3 2024, closing a stake of 131 shares — an estimated $3.58K sold.

Allworth Financial first reported a position in XDJA in Q2 2023 and held it in 5 quarters. The position peaked at $5.72M in Q2 2023. 11 funds tracked by Wall St. Rank hold XDJA as of Q3 2024.

Allworth Financial reported no remaining Innovator U.S. Equity Accelerated ETF - January position as of Q3 2024 after selling out during the quarter.
Allworth Financial sold 131 Innovator U.S. Equity Accelerated ETF - January shares in Q3 2024, an estimated $3.58K.
Allworth Financial first reported a position in Innovator U.S. Equity Accelerated ETF - January in Q2 2023 and held it in 5 quarters.
Allworth Financial's Innovator U.S. Equity Accelerated ETF - January position peaked at $5.72M in Q2 2023.
11 funds tracked by Wall St. Rank held Innovator U.S. Equity Accelerated ETF - January as of Q3 2024.

Based on Allworth Financial's 13F filing for Q3 2024, filed 23 Oct 2024.