SPIA
QTJA icon

Steward Partners Investment Advisory’s Innovator Growth Accelerated Plus ETF January QTJA Stock Holding History

Steward Partners Investment Advisory’s Portfolio QTJA Stock Details QTJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-284
Closed -$6.01K – 3652
2023
Q4 		$6.01K Sell
284
-4
-1% -$84 ﹤0.01% 2895
2023
Q3 		$5.97K Sell
288
-15
-5% -$309 ﹤0.01% 2772
2023
Q2 		$6.18K Buy
+303
New +$5.96K ﹤0.01% 2728

Other funds holding QTJA

SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Steward Partners Investment Advisory's QTJA Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Innovator Growth Accelerated Plus ETF January (QTJA) in Q1 2024, closing a stake of 284 shares — an estimated $6.01K sold.

Steward Partners Investment Advisory first reported a position in QTJA in Q2 2023 and held it in 3 quarters. The position peaked at $6.18K in Q2 2023. 12 funds tracked by Wall St. Rank hold QTJA as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining Innovator Growth Accelerated Plus ETF January position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 284 Innovator Growth Accelerated Plus ETF January shares in Q1 2024, an estimated $6.01K.
  • Steward Partners Investment Advisory first reported a position in Innovator Growth Accelerated Plus ETF January in Q2 2023 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Innovator Growth Accelerated Plus ETF January position peaked at $6.18K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held Innovator Growth Accelerated Plus ETF January as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.