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Sowell Financial Services’s Innovator Growth Accelerated Plus ETF July QTJL Stock Holding History

Sowell Financial Services’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
2025
Q1 		– Sell
-11,249
Closed -$365K – 1033
2024
Q4 		$365K Buy
+11,249
New +$359K 0.02% 447

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OWA
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BIG
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SS
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Osaic Holdings
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WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
AF
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DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Sowell Financial Services's QTJL Position: Q1 2025 in Review

Sowell Financial Services sold out of Innovator Growth Accelerated Plus ETF July (QTJL) in Q1 2025, closing a stake of 11,249 shares — an estimated $365K sold.

Sowell Financial Services first reported a position in QTJL in Q4 2024 and held it in 1 quarter. The position peaked at $365K in Q4 2024. 13 funds tracked by Wall St. Rank hold QTJL as of Q1 2025.

  • Sowell Financial Services reported no remaining Innovator Growth Accelerated Plus ETF July position as of Q1 2025 after selling out during the quarter.
  • Sowell Financial Services sold 11,249 Innovator Growth Accelerated Plus ETF July shares in Q1 2025, an estimated $365K.
  • Sowell Financial Services first reported a position in Innovator Growth Accelerated Plus ETF July in Q4 2024 and held it in 1 quarter.
  • Sowell Financial Services's Innovator Growth Accelerated Plus ETF July position peaked at $365K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Innovator Growth Accelerated Plus ETF July as of Q1 2025.

Based on Sowell Financial Services's 13F filing for Q1 2025, filed 17 Apr 2025.