Steward Partners Investment Advisory, LLC Innovator Etfs Tr Us Equity Ac Transaction History

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Innovator Etfs Tr Us Equity Ac stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 4,086 shares of XBJL stock, worth $152,080. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,086
Previous 3,717 9.93%
Holding current value
$152,080
Previous $125,000 17.6%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$30.83 - $35.99 $11,376 - $13,280
369 Added 9.93%
4,086 $147,000
Q1 2025

May 13, 2025
BUY
$33.37 - $34.93 $7,074 - $7,405
212 Added 6.05%
3,717 $125,000
Q4 2024

Feb 06, 2025
SELL
$33.29 - $34.41 $430,073 - $444,542
-12,919 Reduced 78.66%
3,505 $119,000
Q3 2024

Nov 14, 2024
BUY
$31.25 - $33.52 $24,500 - $26,279
784 Added 5.01%
16,424 $549,000
Q2 2024

Aug 08, 2024
BUY
$31.47 - $32.25 $24,798 - $25,413
788 Added 5.31%
15,640 $504,000
Q1 2024

May 15, 2024
BUY
$30.33 - $31.71 $50,560 - $52,860
1,667 Added 12.64%
14,852 $470,000
Q4 2023

Feb 12, 2024
BUY
$27.77 - $30.62 $52,290 - $57,657
1,883 Added 16.66%
13,185 $403,000
Q3 2023

Nov 13, 2023
BUY
$28.39 - $29.33 $36,878 - $38,099
1,299 Added 12.99%
11,302 $320,000
Q2 2023

Aug 14, 2023
BUY
$27.34 - $28.89 $273,482 - $288,986
10,003 New
10,003 $288,000

Others Institutions Holding XBJL

# of Institutions
52
Shares Held
2.78M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR US EQUITY AC

XBJL Quotes by TradingView
  • Ticker XBJL
More about XBJL
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email