Sunbelt Securities’s Innovator US Equity Accelerated Plus ETF January XTJA Stock Holding History

Sunbelt Securities’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	$415K	Buy	13,606 +971	+8%	+$30.6K	0.03%	453
2025 Q4	$400K	Sell	12,635 -290	-2%	-$9.04K	0.03%	457
2025 Q3	$398K	Sell	12,925 -3,000	-19%	-$90.4K	0.03%	445
2025 Q2	$442K	Buy	15,925 +550	+4%	+$15K	0.04%	377
2025 Q1	$413K	Sell	15,375 -550	-3%	-$15.3K	0.04%	368
2024 Q4	$442K	Hold	15,925	–	–	0.04%	379
2024 Q3	$433K	Sell	15,925 -800	-5%	-$21.4K	0.04%	385
2024 Q2	$444K	Buy	16,725 +3,000	+22%	+$77.7K	0.05%	363
2024 Q1	$353K	Buy	13,725 +3,210	+31%	+$80.1K	0.04%	399
2023 Q4	$253K	Buy	10,515 +3,150	+43%	+$74.4K	0.03%	442
2023 Q3	$170K	Buy	7,365 +2,945	+67%	+$68.1K	0.02%	520
2023 Q2	$101K	Buy	4,420 +500	+13%	+$11K	0.01%	645
2023 Q1	$82.8K	Buy	+3,920	New	+$81.3K	0.01%	629

Other funds holding XTJA

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 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

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

VPWA

Vestia Personal Wealth Advisors Fort Wayne, Indiana $213M AUM 21.73% 1-Year Est. Return

Sunbelt Securities's XTJA Position: Q1 2026 in Review

Sunbelt Securities increased its Innovator US Equity Accelerated Plus ETF January (XTJA) stake by 7.7% in Q1 2026, buying an estimated $30.6K and bringing the position to 13,606 shares worth $415K. The position accounts for 0.03% of the portfolio, ranked #453.

Sunbelt Securities first reported a position in XTJA in Q1 2023 and has held it in 13 quarters since. The position peaked at $444K in Q2 2024. 19 funds tracked by Wall St. Rank hold XTJA as of Q1 2026.

Sunbelt Securities held 13,606 shares of Innovator US Equity Accelerated Plus ETF January worth $415K as of Q1 2026.
Sunbelt Securities bought 971 Innovator US Equity Accelerated Plus ETF January shares in Q1 2026, an estimated $30.6K.
Innovator US Equity Accelerated Plus ETF January made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #453 holding.
Sunbelt Securities first reported a position in Innovator US Equity Accelerated Plus ETF January in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Innovator US Equity Accelerated Plus ETF January position peaked at $444K in Q2 2024.
19 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF January as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.