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Cary Street Partners Investment Advisory’s Innovator US Equity Accelerated Plus ETF January XTJA Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-2,000
Closed -$46.1K – 1811
2023
Q3 		$46.1K Sell
2,000
-2,000
-50% -$46.2K ﹤0.01% 890
2023
Q2 		$91.7K Buy
+4,000
New +$87.8K 0.01% 683

Other funds holding XTJA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ACM
Andina Capital Management Lehi, Utah $62M AUM 12.06% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
OCM
Orion Capital Management Coronado, California $290M AUM 17.97% 1-Year Est. Return

Cary Street Partners Investment Advisory's XTJA Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Innovator US Equity Accelerated Plus ETF January (XTJA) in Q4 2023, closing a stake of 2,000 shares — an estimated $46.1K sold.

Cary Street Partners Investment Advisory first reported a position in XTJA in Q2 2023 and held it in 2 quarters. The position peaked at $91.7K in Q2 2023. 13 funds tracked by Wall St. Rank hold XTJA as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Innovator US Equity Accelerated Plus ETF January position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 2,000 Innovator US Equity Accelerated Plus ETF January shares in Q4 2023, an estimated $46.1K.
  • Cary Street Partners Investment Advisory first reported a position in Innovator US Equity Accelerated Plus ETF January in Q2 2023 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's Innovator US Equity Accelerated Plus ETF January position peaked at $91.7K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF January as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.