Innovator US Eq Acc Plus - JXTJAETF
13F holders, Q2 2024 (June 30)12holders −2
1new positions
3sold out
$26.55avg. 13F price*
At the end of Q2 2024, 12 institutions reported holding Innovator US Eq Acc Plus - J (XTJA) in their 13F filings, down 2 from Q1 2024. 1 opened new positions and 3 sold out. The largest holders were Capasso Planning Partners LLC ($1.6M), Millington Financial Advisors, LLC ($608K) and Sunbelt Securities, Inc. ($444K).
- Company
- Innovator US Eq Acc Plus - J
- CUSIP
- 45783Y772
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.6M |
| Exits | 3 | $3.0M |
All 13F filers, Q1 2024 → Q2 2024: 62,683 shares bought and 295,393 shares sold, net −232,710 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Capasso Planning Partners LLC | 0.51% | New | 59,424 | $1.6M |
| Millington Financial Advisors, LLC | 0.42% | Reduce -87.7% | 22,905 | $608K |
| Sunbelt Securities, Inc. | 0.05% | Add +21.9% | 16,725 | $444K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.4% | 15,403 | $409K |
| Old Mission Capital LLC | 0.01% | Reduce -20.2% | 11,275 | $299K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Reduce -2.5% | 8,836 | $235K |
| Brookstone Capital Management | 0.00% | Reduce -55.2% | 8,684 | $232K |
| Arax Advisory Partners | 0.01% | No change | 3,309 | $88K |
| Orion Capital Management LLC | 0.03% | Add +12.9% | 2,273 | $60K |
| Allworth Financial LP | 0.00% | No change | 1,659 | $44K |
| UBS Group AG | 0.00% | Reduce -28.3% | 38 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $266 |
"% of holder's portfolio" is XTJA's weight in each manager's 13F, not the share of Innovator US Eq Acc Plus - J the manager owns.