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Innovator U.S. Equity Accelerated Plus ETF - January (XTJA) Institutional Ownership

$27.74 +0.07 (+0.25%)
(As of 12/20/2024 ET)

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Accelerated Plus ETF - January (BATS:XTJA)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$2.43M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$5.48M
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XTJA Institutional Buying and Selling by Quarter

Innovator U.S. Equity Accelerated Plus ETF - January Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/2/2024 Capasso Planning Partners LLC29,133$793K0.2%-51.0%3.427%
11/18/2024 Sunbelt Securities Inc.15,925$433K0.0%-4.8%1.874%
11/5/2024 Vestia Personal Wealth Advisors7,493$204K0.2%N/A0.882%
10/21/2024 Foundations Investment Advisors LLC14,916$406K0.0%N/A1.755%
8/16/2024 Sunbelt Securities Inc.16,725$444K0.0%+21.9%1.968%
7/30/2024 Millington Financial Advisors LLC22,905$608K0.4%-87.7%2.695%
7/18/2024 Brookstone Capital Management8,684$232K0.0%-55.2%1.022%
4/15/2024 Brookstone Capital Management19,368$497K0.0%-2.7%2.348%
4/15/2024 Sunbelt Securities Inc.13,725$353K0.0%+30.5%1.664%
2/6/2024 Orion Capital Management LLC2,014$49K0.0%N/A0.269%
2/5/2024 Andina Capital Management LLC64,078$1.54M1.3%N/A8.544%
2/1/2024 Millington Financial Advisors LLC32,601$786K0.6%+8.8%4.347%
12/11/2023 Sunbelt Securities Inc.7,365$170K0.0%+66.6%0.982%
11/13/2023 Cary Street Partners Investment Advisory LLC2,000$46K0.0%-50.0%0.267%
11/2/2023 Millington Financial Advisors LLC29,958$691K0.6%+42.3%3.994%
10/31/2023 Allworth Financial LP2,122$49K0.0%-98.0%0.283%
10/23/2023Commonwealth Equity Services LLC18,976$437K0.0%N/A2.530%
8/10/2023 Cary Street Partners Investment Advisory LLC4,000$92K0.0%N/A0.533%
8/8/2023 Blue Bell Private Wealth Management LLC9,135$209K0.1%+38.3%1.218%
8/8/2023 Millington Financial Advisors LLC21,047$483K0.4%N/A2.806%
8/2/2023 Bank of Montreal Can2,000$46K0.0%N/A0.267%
7/18/2023 Allworth Financial LP107,536$2.47M0.0%N/A20.680%
7/11/2023 Brookstone Capital Management24,812$566K0.0%+88.1%4.772%
5/8/2023 Blue Bell Private Wealth Management LLC6,603$141K0.0%N/A1.270%
4/19/2023 Brookstone Capital Management13,193$285K0.0%N/A2.399%
3/6/2023 OLD Mission Capital LLC7,183$142K0.0%-82.0%0.000%
(Data available from 1/1/2016 forward)

XTJA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XTJA shares?

During the previous two years, 14 institutional investors and hedge funds held shares of Innovator U.S. Equity Accelerated Plus ETF - January. The most heavily invested institutionals were Andina Capital Management LLC ($1.54M), Capasso Planning Partners LLC ($793K), Millington Financial Advisors LLC ($608K), Commonwealth Equity Services LLC ($437K), Sunbelt Securities Inc. ($433K), Foundations Investment Advisors LLC ($406K), and Brookstone Capital Management ($232K).Learn more on XTJA's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Accelerated Plus ETF - January stock?

Of the 12 institutional investors that purchased Innovator U.S. Equity Accelerated Plus ETF - January stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allworth Financial LP ($107.54K), Andina Capital Management LLC ($64.08K), Millington Financial Advisors LLC ($32.60K), Brookstone Capital Management ($24.81K), Commonwealth Equity Services LLC ($18.98K), Foundations Investment Advisors LLC ($14.92K), and Sunbelt Securities Inc. ($9.16K).

How much institutional buying is happening at Innovator U.S. Equity Accelerated Plus ETF - January?

Institutional investors have bought a total of 296,716 shares in the last 24 months. This purchase volume represents approximately $6.97M in transactions.

Which Innovator U.S. Equity Accelerated Plus ETF - January major shareholders have been selling company stock?

The following institutional investors have sold Innovator U.S. Equity Accelerated Plus ETF - January stock in the last 24 months: Millington Financial Advisors LLC ($163.56K), Allworth Financial LP ($105.41K), OLD Mission Capital LLC ($32.78K), Capasso Planning Partners LLC ($30.29K), Brookstone Capital Management ($11.23K), Cary Street Partners Investment Advisory LLC ($2K), and Sunbelt Securities Inc. ($800.00).

How much institutional selling is happening at Innovator U.S. Equity Accelerated Plus ETF - January?

Institutional investors have sold a total of 346,070 shares in the last 24 months. This volume of shares sold represents approximately $8.61M in transactions.



This page (BATS:XTJA) was last updated on 12/22/2024 by MarketBeat.com Staff
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