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 Q2	–	Sell	-5,467	Closed	-$209K	–	170
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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $203M AUM

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Wood Tarver Financial Group's XTJL Position: Q2 2026 in Review

Wood Tarver Financial Group sold out of Innovator US Equity Accelerated Plus ETF July (XTJL) in Q2 2026, closing a stake of 5,467 shares — an estimated $209K sold.

Wood Tarver Financial Group first reported a position in XTJL in Q4 2024 and held it in 4 quarters. The position peaked at $209K in Q1 2026. 16 funds tracked by Wall St. Rank hold XTJL as of Q2 2026.

Wood Tarver Financial Group reported no remaining Innovator US Equity Accelerated Plus ETF July position as of Q2 2026 after selling out during the quarter.
Wood Tarver Financial Group sold 5,467 Innovator US Equity Accelerated Plus ETF July shares in Q2 2026, an estimated $209K.
Wood Tarver Financial Group first reported a position in Innovator US Equity Accelerated Plus ETF July in Q4 2024 and held it in 4 quarters.
Wood Tarver Financial Group's Innovator US Equity Accelerated Plus ETF July position peaked at $209K in Q1 2026.
16 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF July as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.