Jones Financial Companies
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Jones Financial Companies’s Innovator Uncapped Accelerated US Equity ETF XUSP Stock Holding History

Jones Financial Companies’s Portfolio XUSP Stock Details XUSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-864
Closed -$34.7K – 3880
2024
Q4 		$34.7K Buy
+864
New +$35.3K ﹤0.01% 2029

Other funds holding XUSP

AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Jones Financial Companies's XUSP Position: Q1 2025 in Review

Jones Financial Companies sold out of Innovator Uncapped Accelerated US Equity ETF (XUSP) in Q1 2025, closing a stake of 864 shares — an estimated $34.7K sold.

Jones Financial Companies first reported a position in XUSP in Q4 2024 and held it in 1 quarter. The position peaked at $34.7K in Q4 2024. 25 funds tracked by Wall St. Rank hold XUSP as of Q1 2025.

  • Jones Financial Companies reported no remaining Innovator Uncapped Accelerated US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Jones Financial Companies sold 864 Innovator Uncapped Accelerated US Equity ETF shares in Q1 2025, an estimated $34.7K.
  • Jones Financial Companies first reported a position in Innovator Uncapped Accelerated US Equity ETF in Q4 2024 and held it in 1 quarter.
  • Jones Financial Companies's Innovator Uncapped Accelerated US Equity ETF position peaked at $34.7K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held Innovator Uncapped Accelerated US Equity ETF as of Q1 2025.

Based on Jones Financial Companies's 13F filing for Q1 2025, filed 16 May 2025.