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

Allworth Financial’s Portfolio XTJL Stock Details XTJL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31.6K	Sell	824 -25	-3%	-$974	﹤0.01%	2664
2025 Q4	$33K	Sell	849 -102	-11%	-$3.9K	﹤0.01%	2484
2025 Q3	$36K	Sell	951 -42	-4%	-$1.55K	﹤0.01%	2333
2025 Q2	$35.7K	Hold	993	–	–	﹤0.01%	2153
2025 Q1	$32.2K	Hold	993	–	–	﹤0.01%	1784
2024 Q4	$34.1K	Hold	993	–	–	﹤0.01%	1777
2024 Q3	$32.7K	Hold	993	–	–	﹤0.01%	1601
2024 Q2	$31.4K	Sell	993 -473	-32%	-$14.7K	﹤0.01%	1597
2024 Q1	$45.2K	Sell	1,466 -267,673	-99%	-$8.08M	﹤0.01%	1338
2023 Q4	$7.92M	Sell	269,139 -4,767	-2%	-$133K	0.06%	137
2023 Q3	$7.32M	Buy	+273,906	New	+$7.53M	0.06%	129

Other funds holding XTJL

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

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

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

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

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

WTFG

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Allworth Financial's XTJL Position: Q1 2026 in Review

Allworth Financial reduced its Innovator US Equity Accelerated Plus ETF July (XTJL) stake by 2.9% in Q1 2026, selling an estimated $974 and leaving 824 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2664.

Allworth Financial first reported a position in XTJL in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.92M in Q4 2023. 14 funds tracked by Wall St. Rank hold XTJL as of Q1 2026.

Allworth Financial held 824 shares of Innovator US Equity Accelerated Plus ETF July worth $31.6K as of Q1 2026.
Allworth Financial sold 25 Innovator US Equity Accelerated Plus ETF July shares in Q1 2026, an estimated $974.
Innovator US Equity Accelerated Plus ETF July made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2664 holding.
Allworth Financial first reported a position in Innovator US Equity Accelerated Plus ETF July in Q3 2023 and has held it in 11 quarters since.
Allworth Financial's Innovator US Equity Accelerated Plus ETF July position peaked at $7.92M in Q4 2023.
14 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF July as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.