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Innovator U.S. Equity Accelerated Plus ETF - July (XTJL) Institutional Ownership

Innovator U.S. Equity Accelerated Plus ETF - July logo
$32.85
+0.05 (+0.16%)
(As of 11/1/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$774.80K
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$2.10M
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XTJL Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/21/2024 Foundations Investment Advisors LLC34,282$1.13M0.0%+32.8%11.427%
8/16/2024Sunbelt Securities Inc.10,563$331K0.0%-32.5%3.521%
8/2/2024 Foundations Investment Advisors LLC25,824$810K0.0%+7.4%8.608%
7/30/2024 Millington Financial Advisors LLC27,357$858K0.6%-8.6%9.119%
7/18/2024 Brookstone Capital Management8,705$278K0.0%-64.1%2.902%
4/15/2024 Brookstone Capital Management24,224$747K0.0%-53.6%7.454%
4/15/2024Sunbelt Securities Inc.15,638$482K0.1%-42.9%4.812%
2/6/2024Orion Capital Management LLC1,688$50K0.0%N/A0.338%
1/24/2024 Allworth Financial LP269,139$7.92M0.1%-1.7%53.828%
1/11/2024 Brookstone Capital Management52,184$1.54M0.0%+6.5%10.437%
12/11/2023Sunbelt Securities Inc.32,356$865K0.1%+40.8%6.471%
11/15/2023SRS Capital Advisors Inc.2,355$63K0.0%+301.2%0.471%
11/2/2023 Millington Financial Advisors LLC30,016$802K0.7%-1.5%6.003%
10/31/2023 Allworth Financial LP273,906$7.32M0.1%N/A54.781%
10/20/2023 Brookstone Capital Management49,018$1.31M0.0%+12.7%9.804%
8/8/2023 Blue Bell Private Wealth Management LLC1,543$42K0.0%-72.8%0.309%
8/8/2023 Millington Financial Advisors LLC30,476$835K0.7%+94.0%6.095%
7/11/2023 Brookstone Capital Management43,489$1.18M0.0%+158.4%9.664%
5/8/2023 Blue Bell Private Wealth Management LLC5,683$146K0.0%+84.2%1.263%
3/6/2023OLD Mission Capital LLC21,271$498K0.0%-2.2%0.000%
2/8/2023Sunbelt Securities Inc.26,090$611K0.1%-90.6%0.000%
2/8/2023 Millington Financial Advisors LLC10,583$248K0.2%N/A0.000%
2/3/2023 Blue Bell Private Wealth Management LLC3,086$72K0.0%-11.5%0.000%
2/3/2023 Capital Investment Advisory Services LLC25,101$588K0.1%-1.8%0.000%
1/1/2023Sunbelt Securities Inc.278,012$6.00M1.3%N/A0.000%
(Data available from 1/1/2016 forward)

XTJL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XTJL shares?

During the previous two years, 10 institutional investors and hedge funds held shares of Innovator U.S. Equity Accelerated Plus ETF - July. The most heavily invested institutionals were Allworth Financial LP ($7.92M), Foundations Investment Advisors LLC ($1.13M), Millington Financial Advisors LLC ($858K), Capital Investment Advisory Services LLC ($588K), OLD Mission Capital LLC ($498K), Sunbelt Securities Inc. ($331K), and Brookstone Capital Management ($278K).Learn more on XTJL's institutional investors.

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

The following institutional investors have purchased Innovator U.S. Equity Accelerated Plus ETF - July stock in the last 24 months: Sunbelt Securities Inc. ($287.39K), Allworth Financial LP ($273.91K), Brookstone Capital Management ($35.36K), Millington Financial Advisors LLC ($25.35K), Foundations Investment Advisors LLC ($10.23K), Blue Bell Private Wealth Management LLC ($2.60K), and SRS Capital Advisors Inc. ($1.77K).

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

Institutional investors have bought a total of 638,289 shares in the last 24 months. This purchase volume represents approximately $15.69M in transactions.

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

The following institutional investors have sold Innovator U.S. Equity Accelerated Plus ETF - July stock in the last 24 months: Sunbelt Securities Inc. ($268.76K), Brookstone Capital Management ($43.48K), Allworth Financial LP ($4.77K), Blue Bell Private Wealth Management LLC ($4.54K), Millington Financial Advisors LLC ($3.03K), OLD Mission Capital LLC ($481.00), and Capital Investment Advisory Services LLC ($455.00).

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

Institutional investors have sold a total of 325,510 shares in the last 24 months. This volume of shares sold represents approximately $8.15M in transactions.



This page (BATS:XTJL) was last updated on 11/2/2024 by MarketBeat.com Staff
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