Osaic Holdings
XTJL icon

Osaic Holdings’s Innovator US Equity Accelerated Plus ETF July XTJL Stock Holding History

Osaic Holdings’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 		$767K Sell
19,989
-717
-3% -$27.9K ﹤0.01% 2954
2025
Q4 		$805K Hold
20,706
– – ﹤0.01% 2899
2025
Q3 		$770K Sell
20,706
-539
-3% -$19.9K ﹤0.01% 3041
2025
Q2 		$763K Buy
21,245
+631
+3% +$21.4K ﹤0.01% 2747
2025
Q1 		$684K Sell
20,614
-1,549
-7% -$52.6K ﹤0.01% 2577
2024
Q4 		$747K Sell
22,163
-20
-0.1% -$669 ﹤0.01% 2438
2024
Q3 		$730K Buy
22,183
+3,320
+18% +$106K ﹤0.01% 2525
2024
Q2 		$592K Buy
18,863
+894
+5% +$27.8K ﹤0.01% 2628
2024
Q1 		$554K Sell
17,969
-127
-0.7% -$3.83K ﹤0.01% 2850
2023
Q4 		$533K Buy
18,096
+332
+2% +$9.24K ﹤0.01% 3120
2023
Q3 		$475K Buy
17,764
+1,717
+11% +$47.2K ﹤0.01% 3281
2023
Q2 		$440K Sell
16,047
-571
-3% -$15.2K ﹤0.01% 3253
2023
Q1 		$426K Buy
16,618
+763
+5% +$18.9K ﹤0.01% 3237
2022
Q4 		$372K Sell
15,855
-13,511
-46% -$313K ﹤0.01% 3300
2022
Q3 		$633K Buy
29,366
+23,929
+440% +$558K ﹤0.01% 2659
2022
Q2 		$121K Buy
5,437
+4,465
+459% +$111K ﹤0.01% 4259
2022
Q1 		$27K Sell
972
-1,725
-64% -$46.3K ﹤0.01% 5501
2021
Q4 		$75K Buy
2,697
+1,780
+194% +$48.2K ﹤0.01% 4824
2021
Q3 		$24K Buy
+917
New +$24.1K ﹤0.01% 5652

Other funds holding XTJL

HighTower Advisors
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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Susquehanna International Group
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Osaic Holdings's XTJL Position: Q1 2026 in Review

Osaic Holdings reduced its Innovator US Equity Accelerated Plus ETF July (XTJL) stake by 3.5% in Q1 2026, selling an estimated $27.9K and leaving 19,989 shares worth $767K. The position accounts for ﹤0.01% of the portfolio, ranked #2954.

Osaic Holdings first reported a position in XTJL in Q3 2021 and has held it in 19 quarters since. The position peaked at $805K in Q4 2025. 14 funds tracked by Wall St. Rank hold XTJL as of Q1 2026.

  • Osaic Holdings held 19,989 shares of Innovator US Equity Accelerated Plus ETF July worth $767K as of Q1 2026.
  • Osaic Holdings sold 717 Innovator US Equity Accelerated Plus ETF July shares in Q1 2026, an estimated $27.9K.
  • Innovator US Equity Accelerated Plus ETF July made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2954 holding.
  • Osaic Holdings first reported a position in Innovator US Equity Accelerated Plus ETF July in Q3 2021 and has held it in 19 quarters since.
  • Osaic Holdings's Innovator US Equity Accelerated Plus ETF July position peaked at $805K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF July as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.