Unique Wealth’s Innovator US Equity Accelerated ETF July XDJL Stock Holding History

Unique Wealth’s Portfolio XDJL Stock Details XDJL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-18,843	Closed	-$702K	–	187
2025 Q2	$702K	Sell	18,843 -11,562	-38%	-$402K	0.11%	97
2025 Q1	$1.03M	Sell	30,405 -106,697	-78%	-$3.73M	0.2%	78
2024 Q4	$4.76M	Sell	137,102 -36,627	-21%	-$1.27M	0.99%	25
2024 Q3	$5.89M	Sell	173,729 -16,306	-9%	-$535K	1.35%	14
2024 Q2	$6.13M	Buy	190,035 +129,034	+212%	+$4.11M	1.6%	13
2024 Q1	$1.93M	Buy	61,001 +18,612	+44%	+$575K	0.54%	30
2023 Q4	$1.27M	Buy	42,389 +25,327	+148%	+$716K	0.41%	27
2023 Q3	$463K	Buy	+17,062	New	+$478K	0.19%	51

Other funds holding XDJL

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Unique Wealth's XDJL Position: Q3 2025 in Review

Unique Wealth sold out of Innovator US Equity Accelerated ETF July (XDJL) in Q3 2025, closing a stake of 18,843 shares — an estimated $702K sold.

Unique Wealth first reported a position in XDJL in Q3 2023 and held it in 8 quarters. The position peaked at $6.13M in Q2 2024. 1 fund tracked by Wall St. Rank holds XDJL as of Q3 2025.

Unique Wealth reported no remaining Innovator US Equity Accelerated ETF July position as of Q3 2025 after selling out during the quarter.
Unique Wealth sold 18,843 Innovator US Equity Accelerated ETF July shares in Q3 2025, an estimated $702K.
Unique Wealth first reported a position in Innovator US Equity Accelerated ETF July in Q3 2023 and held it in 8 quarters.
Unique Wealth's Innovator US Equity Accelerated ETF July position peaked at $6.13M in Q2 2024.
1 fund tracked by Wall St. Rank held Innovator US Equity Accelerated ETF July as of Q3 2025.

Based on Unique Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.