LJAC
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L.J. Altfest & Co’s Innovator Growth Accelerated Plus ETF July QTJL Stock Holding History

L.J. Altfest & Co’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
2024
Q2 		– Sell
-69,177
Closed -$2.03M – 335
2024
Q1 		$2.03M Buy
+69,177
New +$1.99M 0.29% 60

Other funds holding QTJL

OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

L.J. Altfest & Co's QTJL Position: Q2 2024 in Review

L.J. Altfest & Co sold out of Innovator Growth Accelerated Plus ETF July (QTJL) in Q2 2024, closing a stake of 69,177 shares — an estimated $2.03M sold.

L.J. Altfest & Co first reported a position in QTJL in Q1 2024 and held it in 1 quarter. The position peaked at $2.03M in Q1 2024. 9 funds tracked by Wall St. Rank hold QTJL as of Q2 2024.

  • L.J. Altfest & Co reported no remaining Innovator Growth Accelerated Plus ETF July position as of Q2 2024 after selling out during the quarter.
  • L.J. Altfest & Co sold 69,177 Innovator Growth Accelerated Plus ETF July shares in Q2 2024, an estimated $2.03M.
  • L.J. Altfest & Co first reported a position in Innovator Growth Accelerated Plus ETF July in Q1 2024 and held it in 1 quarter.
  • L.J. Altfest & Co's Innovator Growth Accelerated Plus ETF July position peaked at $2.03M in Q1 2024.
  • 9 funds tracked by Wall St. Rank held Innovator Growth Accelerated Plus ETF July as of Q2 2024.

Based on L.J. Altfest & Co's 13F filing for Q2 2024, filed 7 Aug 2024.