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Whipplewood Advisors’s Innovator Growth Accelerated Plus ETF January QTJA Stock Holding History

Whipplewood Advisors’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
2025
Q2 		– Sell
-35,847
Closed -$1.2K – 1254
2025
Q1 		$1.2K Buy
35,847
+35,796
+70,188% +$897K ﹤0.01% 994
2024
Q4 		$1.28K Buy
+51
New +$1.26K ﹤0.01% 972

Other funds holding QTJA

SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Whipplewood Advisors's QTJA Position: Q2 2025 in Review

Whipplewood Advisors sold out of Innovator Growth Accelerated Plus ETF January (QTJA) in Q2 2025, closing a stake of 35,847 shares — an estimated $1.2K sold.

Whipplewood Advisors first reported a position in QTJA in Q4 2024 and held it in 2 quarters. The position peaked at $1.28K in Q4 2024. 18 funds tracked by Wall St. Rank hold QTJA as of Q2 2025.

  • Whipplewood Advisors reported no remaining Innovator Growth Accelerated Plus ETF January position as of Q2 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 35,847 Innovator Growth Accelerated Plus ETF January shares in Q2 2025, an estimated $1.2K.
  • Whipplewood Advisors first reported a position in Innovator Growth Accelerated Plus ETF January in Q4 2024 and held it in 2 quarters.
  • Whipplewood Advisors's Innovator Growth Accelerated Plus ETF January position peaked at $1.28K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held Innovator Growth Accelerated Plus ETF January as of Q2 2025.

Based on Whipplewood Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.