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

Blue Bell Private Wealth Management’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	–	Sell	-1,543	Closed	-$60K	–	782
2025 Q4	$60K	Hold	1,543	–	–	0.01%	391
2025 Q3	$58.4K	Hold	1,543	–	–	0.01%	384
2025 Q2	$55.4K	Hold	1,543	–	–	0.01%	378
2025 Q1	$51.2K	Hold	1,543	–	–	0.01%	373
2024 Q4	$52K	Hold	1,543	–	–	0.01%	351
2024 Q3	$50.8K	Hold	1,543	–	–	0.01%	360
2024 Q2	$48.4K	Hold	1,543	–	–	0.01%	358
2024 Q1	$47.6K	Hold	1,543	–	–	0.01%	360
2023 Q4	$45.4K	Hold	1,543	–	–	0.01%	332
2023 Q3	$41.2K	Hold	1,543	–	–	0.01%	280
2023 Q2	$42.3K	Sell	1,543 -4,140	-73%	-$110K	0.01%	272
2023 Q1	$146K	Buy	5,683 +2,597	+84%	+$64.2K	0.04%	142
2022 Q4	$72.3K	Sell	3,086 -400	-11%	-$9.25K	0.02%	190
2022 Q3	$75K	Buy	+3,486	New	+$81.4K	0.03%	182

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

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

Blue Bell Private Wealth Management sold out of Innovator US Equity Accelerated Plus ETF July (XTJL) in Q1 2026, closing a stake of 1,543 shares — an estimated $60K sold.

Blue Bell Private Wealth Management first reported a position in XTJL in Q3 2022 and held it in 14 quarters. The position peaked at $146K in Q1 2023. 14 funds tracked by Wall St. Rank hold XTJL as of Q1 2026.

Blue Bell Private Wealth Management reported no remaining Innovator US Equity Accelerated Plus ETF July position as of Q1 2026 after selling out during the quarter.
Blue Bell Private Wealth Management sold 1,543 Innovator US Equity Accelerated Plus ETF July shares in Q1 2026, an estimated $60K.
Blue Bell Private Wealth Management first reported a position in Innovator US Equity Accelerated Plus ETF July in Q3 2022 and held it in 14 quarters.
Blue Bell Private Wealth Management's Innovator US Equity Accelerated Plus ETF July position peaked at $146K in Q1 2023.
14 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF July as of Q1 2026.

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