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Welch Financial Planning’s Innovator US Equity Accelerated Plus ETF January XTJA Stock Holding History

Welch Financial Planning’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
Q2 		– Sell
-12,832
Closed -$391K – 77
2026
Q1 		$391K Hold
12,832
– – 0.28% 43
2025
Q4 		$406K Buy
+12,832
New +$400K 0.3% 43

Other funds holding XTJA

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Welch Financial Planning sold out of Innovator US Equity Accelerated Plus ETF January (XTJA) in Q2 2026, closing a stake of 12,832 shares — an estimated $391K sold.

Welch Financial Planning first reported a position in XTJA in Q4 2025 and held it in 2 quarters. The position peaked at $406K in Q4 2025. 9 funds tracked by Wall St. Rank hold XTJA as of Q2 2026.

  • Welch Financial Planning reported no remaining Innovator US Equity Accelerated Plus ETF January position as of Q2 2026 after selling out during the quarter.
  • Welch Financial Planning sold 12,832 Innovator US Equity Accelerated Plus ETF January shares in Q2 2026, an estimated $391K.
  • Welch Financial Planning first reported a position in Innovator US Equity Accelerated Plus ETF January in Q4 2025 and held it in 2 quarters.
  • Welch Financial Planning's Innovator US Equity Accelerated Plus ETF January position peaked at $406K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF January as of Q2 2026.

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