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Capasso Planning Partners’s Innovator US Equity Accelerated Plus ETF January XTJA Stock Holding History

Capasso Planning Partners’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
2024
Q4 		– Sell
-29,133
Closed -$793K – 164
2024
Q3 		$793K Sell
29,133
-30,291
-51% -$810K 0.23% 66
2024
Q2 		$1.58M Buy
+59,424
New +$1.54M 0.51% 47

Other funds holding XTJA

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VPWA
Vestia Personal Wealth Advisors Fort Wayne, Indiana $213M AUM 21.73% 1-Year Est. Return

Capasso Planning Partners's XTJA Position: Q4 2024 in Review

Capasso Planning Partners sold out of Innovator US Equity Accelerated Plus ETF January (XTJA) in Q4 2024, closing a stake of 29,133 shares — an estimated $793K sold.

Capasso Planning Partners first reported a position in XTJA in Q2 2024 and held it in 2 quarters. The position peaked at $1.58M in Q2 2024. 18 funds tracked by Wall St. Rank hold XTJA as of Q4 2024.

  • Capasso Planning Partners reported no remaining Innovator US Equity Accelerated Plus ETF January position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 29,133 Innovator US Equity Accelerated Plus ETF January shares in Q4 2024, an estimated $793K.
  • Capasso Planning Partners first reported a position in Innovator US Equity Accelerated Plus ETF January in Q2 2024 and held it in 2 quarters.
  • Capasso Planning Partners's Innovator US Equity Accelerated Plus ETF January position peaked at $1.58M in Q2 2024.
  • 18 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF January as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.