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Wood Tarver Financial Group’s Innovator US Equity Accelerated Plus ETF January XTJA Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-3,654
Closed -$107K – 672
2025
Q2 		$107K Buy
3,654
+3,022
+478% +$82.6K 0.03% 205
2025
Q1 		$17K Buy
+632
New +$17.6K 0.01% 362

Other funds holding XTJA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
VPWA
Vestia Personal Wealth Advisors Fort Wayne, Indiana $213M AUM 21.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wood Tarver Financial Group's XTJA Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Innovator US Equity Accelerated Plus ETF January (XTJA) in Q3 2025, closing a stake of 3,654 shares — an estimated $107K sold.

Wood Tarver Financial Group first reported a position in XTJA in Q1 2025 and held it in 2 quarters. The position peaked at $107K in Q2 2025. 15 funds tracked by Wall St. Rank hold XTJA as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Innovator US Equity Accelerated Plus ETF January position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 3,654 Innovator US Equity Accelerated Plus ETF January shares in Q3 2025, an estimated $107K.
  • Wood Tarver Financial Group first reported a position in Innovator US Equity Accelerated Plus ETF January in Q1 2025 and held it in 2 quarters.
  • Wood Tarver Financial Group's Innovator US Equity Accelerated Plus ETF January position peaked at $107K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF January as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.