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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
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 $237M AUM 22.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
VPWA
Vestia Personal Wealth Advisors Fort Wayne, Indiana $213M AUM 21.73% 1-Year Est. Return

Blue Bell Private Wealth Management's XTJA Position: Q1 2026 in Review

Blue Bell Private Wealth Management reduced its Innovator US Equity Accelerated Plus ETF January (XTJA) stake by 3.4% in Q1 2026, selling an estimated $9.46K and leaving 8,436 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #243.

Blue Bell Private Wealth Management first reported a position in XTJA in Q1 2023 and has held it in 13 quarters since. The position peaked at $276K in Q4 2025. 19 funds tracked by Wall St. Rank hold XTJA as of Q1 2026.

  • Blue Bell Private Wealth Management held 8,436 shares of Innovator US Equity Accelerated Plus ETF January worth $257K as of Q1 2026.
  • Blue Bell Private Wealth Management sold 300 Innovator US Equity Accelerated Plus ETF January shares in Q1 2026, an estimated $9.46K.
  • Innovator US Equity Accelerated Plus ETF January made up 0.04% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #243 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 13 quarters since.
  • Blue Bell Private Wealth Management's Innovator US Equity Accelerated Plus ETF January position peaked at $276K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF January as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.