CIAS
XTJL icon

Capital Investment Advisory Services’s Innovator US Equity Accelerated Plus ETF July XTJL Stock Holding History

Capital Investment Advisory Services’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
2023
Q1 		– Sell
-25,101
Closed -$588K – 905
2022
Q4 		$588K Sell
25,101
-455
-2% -$10.5K 0.07% 236
2022
Q3 		$551K Hold
25,556
– – 0.07% 235
2022
Q2 		$571K Buy
+25,556
New +$633K 0.07% 236

Other funds holding XTJL

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Investment Advisory Services's XTJL Position: Q1 2023 in Review

Capital Investment Advisory Services sold out of Innovator US Equity Accelerated Plus ETF July (XTJL) in Q1 2023, closing a stake of 25,101 shares — an estimated $588K sold.

Capital Investment Advisory Services first reported a position in XTJL in Q2 2022 and held it in 3 quarters. The position peaked at $588K in Q4 2022. 9 funds tracked by Wall St. Rank hold XTJL as of Q1 2023.

  • Capital Investment Advisory Services reported no remaining Innovator US Equity Accelerated Plus ETF July position as of Q1 2023 after selling out during the quarter.
  • Capital Investment Advisory Services sold 25,101 Innovator US Equity Accelerated Plus ETF July shares in Q1 2023, an estimated $588K.
  • Capital Investment Advisory Services first reported a position in Innovator US Equity Accelerated Plus ETF July in Q2 2022 and held it in 3 quarters.
  • Capital Investment Advisory Services's Innovator US Equity Accelerated Plus ETF July position peaked at $588K in Q4 2022.
  • 9 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF July as of Q1 2023.

Based on Capital Investment Advisory Services's 13F filing for Q1 2023, filed 21 Apr 2023.