Foundations Investment Advisors’s Innovator US Equity Accelerated Plus ETF July XTJL Stock Holding History

Foundations Investment Advisors’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
2026 Q1	$1.06M	Sell	27,548 -2,047	-7%	-$79.8K	0.01%	509
2025 Q4	$1.15M	Sell	29,595 -1,417	-5%	-$54.2K	0.02%	476
2025 Q3	$1.17M	Sell	31,012 -1,430	-4%	-$52.8K	0.02%	431
2025 Q2	$1.17M	Sell	32,442 -898	-3%	-$30.4K	0.02%	395
2025 Q1	$1.11M	Buy	33,340 +122	+0.4%	+$4.14K	0.02%	384
2024 Q4	$1.12M	Sell	33,218 -1,064	-3%	-$35.6K	0.02%	381
2024 Q3	$1.13M	Buy	34,282 +8,458	+33%	+$270K	0.02%	343
2024 Q2	$810K	Buy	25,824 +1,774	+7%	+$55.1K	0.02%	381
2024 Q1	$741K	Buy	+24,050	New	+$726K	0.02%	381

Other funds holding XTJL

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Foundations Investment Advisors's XTJL Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Innovator US Equity Accelerated Plus ETF July (XTJL) stake by 6.9% in Q1 2026, selling an estimated $79.8K and leaving 27,548 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #509.

Foundations Investment Advisors first reported a position in XTJL in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.17M in Q3 2025. 14 funds tracked by Wall St. Rank hold XTJL as of Q1 2026.

Foundations Investment Advisors held 27,548 shares of Innovator US Equity Accelerated Plus ETF July worth $1.06M as of Q1 2026.
Foundations Investment Advisors sold 2,047 Innovator US Equity Accelerated Plus ETF July shares in Q1 2026, an estimated $79.8K.
Innovator US Equity Accelerated Plus ETF July made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #509 holding.
Foundations Investment Advisors first reported a position in Innovator US Equity Accelerated Plus ETF July in Q1 2024 and has held it in 9 quarters since.
Foundations Investment Advisors's Innovator US Equity Accelerated Plus ETF July position peaked at $1.17M in Q3 2025.
14 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF July as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.