Cambridge Investment Research Advisors
XDJL

Cambridge Investment Research Advisors’s Innovator US Equity Accelerated ETF July XDJL Stock Holding History

Cambridge Investment Research Advisors’s Portfolio XDJL Stock Details XDJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,070
Closed -$332K – 3403
2023
Q4 		$332K Sell
11,070
-2,950
-21% -$83.4K ﹤0.01% 2515
2023
Q3 		$381K Buy
14,020
+5,693
+68% +$159K ﹤0.01% 2312
2023
Q2 		$233K Buy
+8,327
New +$222K ﹤0.01% 2752

Other funds holding XDJL

UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Cambridge Investment Research Advisors sold out of Innovator US Equity Accelerated ETF July (XDJL) in Q1 2024, closing a stake of 11,070 shares — an estimated $332K sold.

Cambridge Investment Research Advisors first reported a position in XDJL in Q2 2023 and held it in 3 quarters. The position peaked at $381K in Q3 2023. 10 funds tracked by Wall St. Rank hold XDJL as of Q1 2024.

  • Cambridge Investment Research Advisors reported no remaining Innovator US Equity Accelerated ETF July position as of Q1 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 11,070 Innovator US Equity Accelerated ETF July shares in Q1 2024, an estimated $332K.
  • Cambridge Investment Research Advisors first reported a position in Innovator US Equity Accelerated ETF July in Q2 2023 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Innovator US Equity Accelerated ETF July position peaked at $381K in Q3 2023.
  • 10 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF July as of Q1 2024.

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