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Visionary Wealth Advisors’s Innovator Growth Accelerated Plus ETF July QTJL Stock Holding History

Visionary Wealth Advisors’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
2022
Q4 		– Sell
-15,593
Closed -$301K – 437
2022
Q3 		$301K Buy
+15,593
New +$327K 0.03% 297

Other funds holding QTJL

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Visionary Wealth Advisors's QTJL Position: Q4 2022 in Review

Visionary Wealth Advisors sold out of Innovator Growth Accelerated Plus ETF July (QTJL) in Q4 2022, closing a stake of 15,593 shares — an estimated $301K sold.

Visionary Wealth Advisors first reported a position in QTJL in Q3 2022 and held it in 1 quarter. The position peaked at $301K in Q3 2022. 9 funds tracked by Wall St. Rank hold QTJL as of Q4 2022.

  • Visionary Wealth Advisors reported no remaining Innovator Growth Accelerated Plus ETF July position as of Q4 2022 after selling out during the quarter.
  • Visionary Wealth Advisors sold 15,593 Innovator Growth Accelerated Plus ETF July shares in Q4 2022, an estimated $301K.
  • Visionary Wealth Advisors first reported a position in Innovator Growth Accelerated Plus ETF July in Q3 2022 and held it in 1 quarter.
  • Visionary Wealth Advisors's Innovator Growth Accelerated Plus ETF July position peaked at $301K in Q3 2022.
  • 9 funds tracked by Wall St. Rank held Innovator Growth Accelerated Plus ETF July as of Q4 2022.

Based on Visionary Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.