Blue Bell Private Wealth Management’s Innovator US Equity Accelerated Plus ETF July XTJL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | 350 |
|
|
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% | -$113K | 0.01% | 272 |
|
|
2023
Q1 | $146K | Buy |
5,683
+2,597
| +84% | +$66.6K | 0.04% | 142 |
|
|
2022
Q4 | $72.3K | Sell |
3,086
-400
| -11% | -$9.37K | 0.02% | 190 |
|
|
2022
Q3 | $75K | Buy |
+3,486
| New | +$75K | 0.03% | 181 |
|