Blue Bell Private Wealth Management’s Innovator US Equity Accelerated Plus ETF January XTJA Stock Holding History

Blue Bell Private 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 Q2	$287K	Hold	8,436	–	–	0.04%	245
2026 Q1	$257K	Sell	8,436 -300	-3%	-$9.46K	0.04%	243
2025 Q4	$276K	Hold	8,736	–	–	0.04%	225
2025 Q3	$269K	Hold	8,736	–	–	0.04%	221
2025 Q2	$257K	Hold	8,736	–	–	0.04%	209
2025 Q1	$235K	Hold	8,736	–	–	0.04%	199
2024 Q4	$243K	Hold	8,736	–	–	0.05%	191
2024 Q3	$238K	Sell	8,736 -100	-1%	-$2.67K	0.05%	197
2024 Q2	$235K	Sell	8,836 -224	-2%	-$5.8K	0.05%	182
2024 Q1	$233K	Sell	9,060 -75	-0.8%	-$1.87K	0.05%	169
2023 Q4	$220K	Hold	9,135	–	–	0.05%	156
2023 Q3	$211K	Hold	9,135	–	–	0.06%	139
2023 Q2	$209K	Buy	9,135 +2,532	+38%	+$55.6K	0.06%	138
2023 Q1	$141K	Buy	+6,603	New	+$137K	0.04%	147

Other funds holding XTJA

MFA

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

VPWA

Vestia Personal Wealth Advisors Fort Wayne, Indiana $256M AUM 24.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blue Bell Private Wealth Management's XTJA Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Innovator US Equity Accelerated Plus ETF January (XTJA) position steady in Q2 2026 at 8,436 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #245.

Blue Bell Private Wealth Management first reported a position in XTJA in Q1 2023 and has held it in 14 quarters since. 19 funds tracked by Wall St. Rank hold XTJA as of Q2 2026.

Blue Bell Private Wealth Management held 8,436 shares of Innovator US Equity Accelerated Plus ETF January worth $287K as of Q2 2026.
Blue Bell Private Wealth Management left its Innovator US Equity Accelerated Plus ETF January share count unchanged in Q2 2026.
Innovator US Equity Accelerated Plus ETF January made up 0.04% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #245 holding.
Blue Bell Private Wealth Management first reported a position in Innovator US Equity Accelerated Plus ETF January in Q1 2023 and has held it in 14 quarters since.
19 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF January as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.