Blue Bell Private Wealth Management’s Innovator U.S. Equity Accelerated ETF - January XDJA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-993
Closed -$28.3K 761
2024
Q4
$28.3K Hold
993
0.01% 419
2024
Q3
$27.7K Hold
993
0.01% 440
2024
Q2
$27K Hold
993
0.01% 430
2024
Q1
$26.1K Hold
993
0.01% 433
2023
Q4
$24.3K Hold
993
0.01% 411
2023
Q3
$22.9K Hold
993
0.01% 344
2023
Q2
$22.9K Hold
993
0.01% 342
2023
Q1
$21.2K Buy
+993
New +$20.6K 0.01% 312

Blue Bell Private Wealth Management's XDJA Position: Q1 2025 in Review

Blue Bell Private Wealth Management sold out of Innovator U.S. Equity Accelerated ETF - January (XDJA) in Q1 2025, closing a stake of 993 shares — an estimated $28.3K sold.

Blue Bell Private Wealth Management first reported a position in XDJA in Q1 2023 and held it in 8 quarters. The position peaked at $28.3K in Q4 2024. 0 funds tracked by Wall St. Rank hold XDJA as of Q1 2025.

  • Blue Bell Private Wealth Management reported no remaining Innovator U.S. Equity Accelerated ETF - January position as of Q1 2025 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 993 Innovator U.S. Equity Accelerated ETF - January shares in Q1 2025, an estimated $28.3K.
  • Blue Bell Private Wealth Management first reported a position in Innovator U.S. Equity Accelerated ETF - January in Q1 2023 and held it in 8 quarters.
  • Blue Bell Private Wealth Management's Innovator U.S. Equity Accelerated ETF - January position peaked at $28.3K in Q4 2024.
  • 0 funds tracked by Wall St. Rank held Innovator U.S. Equity Accelerated ETF - January as of Q1 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.