OCM
XTJA icon

Orion Capital Management’s Innovator US Equity Accelerated Plus ETF January XTJA Stock Holding History

Orion Capital Management’s Portfolio XTJA Stock Details XTJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.11K Hold
135
– – ﹤0.01% 415
2025
Q4 		$4.27K Hold
135
– – ﹤0.01% 439
2025
Q3 		$4.16K Hold
135
– – ﹤0.01% 448
2025
Q2 		$3.97K Hold
135
– – ﹤0.01% 420
2025
Q1 		$3.63K Hold
135
– – ﹤0.01% 417
2024
Q4 		$3.75K Buy
+135
New +$3.71K ﹤0.01% 422
2024
Q3 		– Sell
-2,273
Closed -$60.3K – 429
2024
Q2 		$60.3K Buy
2,273
+259
+13% +$6.71K 0.03% 209
2024
Q1 		$51.7K Hold
2,014
– – 0.03% 240
2023
Q4 		$48.5K Buy
+2,014
New +$47.6K 0.03% 246

Other funds holding XTJA

MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Orion Capital Management's XTJA Position: Q1 2026 in Review

Orion Capital Management held its Innovator US Equity Accelerated Plus ETF January (XTJA) position steady in Q1 2026 at 135 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Orion Capital Management first reported a position in XTJA in Q4 2023 and has held it in 9 quarters since. The position peaked at $60.3K in Q2 2024. 19 funds tracked by Wall St. Rank hold XTJA as of Q1 2026.

  • Orion Capital Management held 135 shares of Innovator US Equity Accelerated Plus ETF January worth $4.11K as of Q1 2026.
  • Orion Capital Management left its Innovator US Equity Accelerated Plus ETF January share count unchanged in Q1 2026.
  • Innovator US Equity Accelerated Plus ETF January made up ﹤0.01% of Orion Capital Management's portfolio in Q1 2026, its #415 holding.
  • Orion Capital Management first reported a position in Innovator US Equity Accelerated Plus ETF January in Q4 2023 and has held it in 9 quarters since.
  • Orion Capital Management's Innovator US Equity Accelerated Plus ETF January position peaked at $60.3K in Q2 2024.
  • 19 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF January as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.