WFP
QTJA icon

Welch Financial Planning’s Innovator Growth Accelerated Plus ETF January QTJA Stock Holding History

Welch Financial Planning’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
2026
Q2 		– Sell
-13,469
Closed -$383K – 74
2026
Q1 		$383K Buy
+13,469
New +$398K 0.28% 46

Other funds holding QTJA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
RRA
Red Reef Advisors Boca Raton, Florida $108M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Welch Financial Planning's QTJA Position: Q2 2026 in Review

Welch Financial Planning sold out of Innovator Growth Accelerated Plus ETF January (QTJA) in Q2 2026, closing a stake of 13,469 shares — an estimated $383K sold.

Welch Financial Planning first reported a position in QTJA in Q1 2026 and held it in 1 quarter. The position peaked at $383K in Q1 2026. 7 funds tracked by Wall St. Rank hold QTJA as of Q2 2026.

  • Welch Financial Planning reported no remaining Innovator Growth Accelerated Plus ETF January position as of Q2 2026 after selling out during the quarter.
  • Welch Financial Planning sold 13,469 Innovator Growth Accelerated Plus ETF January shares in Q2 2026, an estimated $383K.
  • Welch Financial Planning first reported a position in Innovator Growth Accelerated Plus ETF January in Q1 2026 and held it in 1 quarter.
  • Welch Financial Planning's Innovator Growth Accelerated Plus ETF January position peaked at $383K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Innovator Growth Accelerated Plus ETF January as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.