WTFG
XTJL icon

Wood Tarver Financial Group’s Innovator US Equity Accelerated Plus ETF July XTJL Stock Holding History

Wood Tarver Financial Group’s Portfolio XTJL Stock Details XTJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$209K Buy
+5,467
New +$213K 0.06% 150
2025
Q3 		– Sell
-2,880
Closed -$103K – 673
2025
Q2 		$103K Hold
2,880
– – 0.03% 208
2025
Q1 		$95.6K Buy
2,880
+1,440
+100% +$48.9K 0.03% 204
2024
Q4 		$48K Buy
+1,440
New +$48.2K 0.02% 267

Other funds holding XTJL

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Wood Tarver Financial Group's XTJL Position: Q1 2026 in Review

Wood Tarver Financial Group opened a new position in Innovator US Equity Accelerated Plus ETF July (XTJL) in Q1 2026: 5,467 shares worth $209K. The stake represents 0.06% of the portfolio and ranks #150 among its holdings. This is a return to the name: Wood Tarver Financial Group previously reported a position in XTJL as recently as Q2 2025.

Wood Tarver Financial Group first reported a position in XTJL in Q4 2024 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold XTJL as of Q1 2026.

  • Wood Tarver Financial Group held 5,467 shares of Innovator US Equity Accelerated Plus ETF July worth $209K as of Q1 2026.
  • Innovator US Equity Accelerated Plus ETF July was a new Wood Tarver Financial Group position in Q1 2026.
  • Innovator US Equity Accelerated Plus ETF July made up 0.06% of Wood Tarver Financial Group's portfolio in Q1 2026, its #150 holding.
  • Wood Tarver Financial Group first reported a position in Innovator US Equity Accelerated Plus ETF July in Q4 2024 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF July as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.