CPIG
XDJL

Chicago Partners Investment Group’s Innovator US Equity Accelerated ETF July XDJL Stock Holding History

Chicago Partners Investment Group’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
2025
Q2 		– Sell
-13,507
Closed -$461K – 1120
2025
Q1 		$461K Hold
13,507
– – 0.02% 550
2024
Q4 		$472K Hold
13,507
– – 0.02% 522
2024
Q3 		$461K Buy
13,507
+579
+4% +$19K 0.02% 512
2024
Q2 		$417K Buy
12,928
+2,549
+25% +$81.2K 0.02% 515
2024
Q1 		$327K Hold
10,379
– – 0.01% 549
2023
Q4 		$317K Hold
10,379
– – 0.01% 531
2023
Q3 		$277K Hold
10,379
– – 0.02% 531
2023
Q2 		$292K Sell
10,379
-2,164
-17% -$57.6K 0.02% 538
2023
Q1 		$327K Hold
12,543
– – 0.02% 489
2022
Q4 		$320K Hold
12,543
– – 0.02% 466
2022
Q3 		$286K Hold
12,543
– – 0.02% 447
2022
Q2 		$302K Sell
12,543
-6,495
-34% -$160K 0.02% 438
2022
Q1 		$445K Hold
19,038
– – 0.03% 342
2021
Q4 		$507K Hold
19,038
– – 0.04% 333
2021
Q3 		$522K Buy
+19,038
New +$501K 0.04% 326

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Chicago Partners Investment Group's XDJL Position: Q2 2025 in Review

Chicago Partners Investment Group sold out of Innovator US Equity Accelerated ETF July (XDJL) in Q2 2025, closing a stake of 13,507 shares — an estimated $461K sold.

Chicago Partners Investment Group first reported a position in XDJL in Q3 2021 and held it in 15 quarters. The position peaked at $522K in Q3 2021. 10 funds tracked by Wall St. Rank hold XDJL as of Q2 2025.

  • Chicago Partners Investment Group reported no remaining Innovator US Equity Accelerated ETF July position as of Q2 2025 after selling out during the quarter.
  • Chicago Partners Investment Group sold 13,507 Innovator US Equity Accelerated ETF July shares in Q2 2025, an estimated $461K.
  • Chicago Partners Investment Group first reported a position in Innovator US Equity Accelerated ETF July in Q3 2021 and held it in 15 quarters.
  • Chicago Partners Investment Group's Innovator US Equity Accelerated ETF July position peaked at $522K in Q3 2021.
  • 10 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF July as of Q2 2025.

Based on Chicago Partners Investment Group's 13F filing for Q2 2025, filed 29 Jul 2025.