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

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

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$9.11M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.49M
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XTJL Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2024 Brookstone Capital Management24,224$747K0.0%-53.6%7.454%
4/15/2024 Sunbelt Securities Inc.15,638$482K0.1%-42.9%4.812%
2/6/2024Orion Capital Management LLC1,688$50K0.0%N/A0.338%
1/24/2024Allworth Financial LP269,139$7.92M0.1%-1.7%53.828%
1/11/2024 Brookstone Capital Management52,184$1.54M0.0%+6.5%10.437%
12/11/2023 Sunbelt Securities Inc.32,356$865K0.1%+40.8%6.471%
11/15/2023SRS Capital Advisors Inc.2,355$63K0.0%+301.2%0.471%
11/2/2023Millington Financial Advisors LLC30,016$802K0.7%-1.5%6.003%
10/31/2023Allworth 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%
8/8/2023Millington 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%
2/8/2023 Sunbelt Securities Inc.26,090$611K0.1%-90.6%0.000%
2/8/2023Millington 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%
2/3/2023Capital Investment Advisory Services LLC25,101$588K0.1%-1.8%0.000%
1/1/2023 Sunbelt 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, 9 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), Millington Financial Advisors LLC ($802K), Brookstone Capital Management ($747K), Capital Investment Advisory Services LLC ($588K), OLD Mission Capital LLC ($498K), Sunbelt Securities Inc. ($482K), and SRS Capital Advisors Inc. ($63K).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), Blue Bell Private Wealth Management LLC ($2.60K), SRS Capital Advisors Inc. ($1.77K), and Orion Capital Management LLC ($1.69K).

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

Institutional investors have bought a total of 628,057 shares in the last 24 months. This purchase volume represents approximately $15.36M 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. ($263.68K), Brookstone Capital Management ($27.96K), Allworth Financial LP ($4.77K), Blue Bell Private Wealth Management LLC ($4.54K), OLD Mission Capital LLC ($481.00), Millington Financial Advisors LLC ($460.00), 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 302,347 shares in the last 24 months. This volume of shares sold represents approximately $7.42M in transactions.


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This page (BATS:XTJL) was last updated on 4/28/2024 by MarketBeat.com Staff

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