AF
XDJL

Allworth Financial’s Innovator US Equity Accelerated ETF July XDJL Stock Holding History

Allworth Financial’s Portfolio XDJL Stock Details XDJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-465
Closed -$14.7K – 3796
2024
Q1 		$14.7K Sell
465
-182,428
-100% -$5.64M ﹤0.01% 1939
2023
Q4 		$5.49M Sell
182,893
-3,014
-2% -$85.3K 0.04% 179
2023
Q3 		$5.05M Buy
+185,907
New +$5.2M 0.04% 171

Other funds holding XDJL

UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Allworth Financial's XDJL Position: Q2 2024 in Review

Allworth Financial sold out of Innovator US Equity Accelerated ETF July (XDJL) in Q2 2024, closing a stake of 465 shares — an estimated $14.7K sold.

Allworth Financial first reported a position in XDJL in Q3 2023 and held it in 3 quarters. The position peaked at $5.49M in Q4 2023. 8 funds tracked by Wall St. Rank hold XDJL as of Q2 2024.

  • Allworth Financial reported no remaining Innovator US Equity Accelerated ETF July position as of Q2 2024 after selling out during the quarter.
  • Allworth Financial sold 465 Innovator US Equity Accelerated ETF July shares in Q2 2024, an estimated $14.7K.
  • Allworth Financial first reported a position in Innovator US Equity Accelerated ETF July in Q3 2023 and held it in 3 quarters.
  • Allworth Financial's Innovator US Equity Accelerated ETF July position peaked at $5.49M in Q4 2023.
  • 8 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF July as of Q2 2024.

Based on Allworth Financial's 13F filing for Q2 2024, filed 24 Jul 2024.