Inn US Eq Accel Plus JulyXTJLETF

13F holders, Q2 2024 (June 30)
11holders −3
0new positions
3sold out
$31.41avg. 13F price*

At the end of Q2 2024, 11 institutions reported holding Inn US Eq Accel Plus July (XTJL) in their 13F filings, down 3 from Q1 2024. 0 opened new positions and 3 sold out. The largest holders were Millington Financial Advisors, LLC ($858K), Foundations Investment Advisors, LLC ($810K) and Osaic Holdings, Inc. ($592K).

Company
Inn US Eq Accel Plus July
Filed as
INNOVATOR ETFS TRUST (Q2 2024)
CUSIP
45783Y806
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 14Q1 2024Q2 2024: 11Q2 2024Q3 2024: 13Q3 2024Q4 2024: 15Q4 2024Q1 2025: 18Q1 2025Q2 2025: 20Q2 2025Q3 2025: 15Q3 2025Q4 2025: 16Q4 2025Q1 2026: 15Q1 2026Q2 2026: 16Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions0$0
Exits3$2.2M

All 13F filers, Q1 2024 → Q2 2024: 2,877 shares bought and 95,418 shares sold, net −92,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 11 holders

Millington Financial Advisors, LLC 0.60% Reduce -8.6% 27,357 $858K
Foundations Investment Advisors, LLC 0.02% Add +7.4% 25,824 $810K
Osaic Holdings, Inc. 0.00% Add +5.0% 18,863 $592K
Sunbelt Securities, Inc. 0.03% Reduce -32.5% 10,563 $331K
Brookstone Capital Management 0.00% Reduce -64.1% 8,705 $278K
Arax Advisory Partners 0.01% No change 2,460 $77K
Orion Capital Management LLC 0.03% Add +12.4% 1,897 $59K
Blue Bell Private Wealth Management, LLC 0.01% No change 1,543 $48K
Allworth Financial LP 0.00% Reduce -32.3% 993 $31K
DHJJ Financial Advisors, Ltd. 0.00% No change 310 $10K
UBS Group AG 0.00% Reduce -50.0% 49 $2K

"% of holder's portfolio" is XTJL's weight in each manager's 13F, not the share of Inn US Eq Accel Plus July the manager owns.