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CreativeOne Wealth’s Innovator Growth Accelerated Plus ETF July QTJL Stock Holding History

CreativeOne Wealth’s Portfolio QTJL Stock Details QTJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11,074
Closed -$221K – 757
2022
Q2 		$221K Buy
+11,074
New +$248K 0.01% 647

Other funds holding QTJL

SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CreativeOne Wealth's QTJL Position: Q3 2022 in Review

CreativeOne Wealth sold out of Innovator Growth Accelerated Plus ETF July (QTJL) in Q3 2022, closing a stake of 11,074 shares — an estimated $221K sold.

CreativeOne Wealth first reported a position in QTJL in Q2 2022 and held it in 1 quarter. The position peaked at $221K in Q2 2022. 13 funds tracked by Wall St. Rank hold QTJL as of Q3 2022.

  • CreativeOne Wealth reported no remaining Innovator Growth Accelerated Plus ETF July position as of Q3 2022 after selling out during the quarter.
  • CreativeOne Wealth sold 11,074 Innovator Growth Accelerated Plus ETF July shares in Q3 2022, an estimated $221K.
  • CreativeOne Wealth first reported a position in Innovator Growth Accelerated Plus ETF July in Q2 2022 and held it in 1 quarter.
  • CreativeOne Wealth's Innovator Growth Accelerated Plus ETF July position peaked at $221K in Q2 2022.
  • 13 funds tracked by Wall St. Rank held Innovator Growth Accelerated Plus ETF July as of Q3 2022.

Based on CreativeOne Wealth's 13F filing for Q3 2022, filed 15 Nov 2022.