Cambridge Investment Research Advisors
XDJA

Cambridge Investment Research Advisors’s Innovator U.S. Equity Accelerated ETF - January XDJA Stock Holding History

Cambridge Investment Research Advisors’s Portfolio XDJA Stock Details XDJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,518
Closed -$307K – 3429
2023
Q4 		$307K Sell
12,518
-2,953
-19% -$70.3K ﹤0.01% 2579
2023
Q3 		$357K Buy
15,471
+5,312
+52% +$124K ﹤0.01% 2370
2023
Q2 		$235K Buy
+10,159
New +$224K ﹤0.01% 2746

Other funds holding XDJA

UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Cambridge Investment Research Advisors's XDJA Position: Q1 2024 in Review

Cambridge Investment Research Advisors sold out of Innovator U.S. Equity Accelerated ETF - January (XDJA) in Q1 2024, closing a stake of 12,518 shares — an estimated $307K sold.

Cambridge Investment Research Advisors first reported a position in XDJA in Q2 2023 and held it in 3 quarters. The position peaked at $357K in Q3 2023. 9 funds tracked by Wall St. Rank hold XDJA as of Q1 2024.

  • Cambridge Investment Research Advisors reported no remaining Innovator U.S. Equity Accelerated ETF - January position as of Q1 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 12,518 Innovator U.S. Equity Accelerated ETF - January shares in Q1 2024, an estimated $307K.
  • Cambridge Investment Research Advisors first reported a position in Innovator U.S. Equity Accelerated ETF - January in Q2 2023 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Innovator U.S. Equity Accelerated ETF - January position peaked at $357K in Q3 2023.
  • 9 funds tracked by Wall St. Rank held Innovator U.S. Equity Accelerated ETF - January as of Q1 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.