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

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 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 146,522 shares of XBJA stock, worth $4.12 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

146,522

Previous 168,041 12.81%

Holding current value

$4.12 Million

Previous $4.83 Million 14.44%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$27.88 - $29.48 $599,949 - $634,380	-21,519 Reduced 12.81%	146,522 $4.14 Million
Q4 2024 Feb 06, 2025	SELL	$28.22 - $28.78 $19,415 - $19,800	-688 Reduced 0.41%	168,041 $4.83 Million
Q3 2024 Nov 14, 2024	BUY	$26.96 - $28.34 $250,943 - $263,788	9,308 Added 5.84%	168,729 $4.78 Million
Q2 2024 Aug 08, 2024	BUY	$26.4 - $27.67 $230,841 - $241,946	8,744 Added 5.8%	159,421 $4.41 Million
Q1 2024 May 15, 2024	SELL	$25.47 - $26.97 $54,836 - $58,066	-2,153 Reduced 1.41%	150,677 $4.06 Million
Q4 2023 Feb 12, 2024	BUY	$24.28 - $25.76 $567,083 - $601,650	23,356 Added 18.04%	152,830 $3.94 Million
Q3 2023 Nov 13, 2023	BUY	$24.52 - $25.08 $529,386 - $541,477	21,590 Added 20.01%	129,474 $3.21 Million
Q2 2023 Aug 14, 2023	BUY	$23.29 - $24.58 $2.51 Million - $2.65 Million	107,884 New	107,884 $2.65 Million

Others Institutions Holding XBJA

# of Institutions

Shares Held

4.23M

Call Options Held

Put Options Held

View Full List

About INNOVATOR ETFS TR US EQUITY AC

Ticker XBJA
Sector ETFs
Industry ETFs

More about XBJA

Track This Portfolio

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.

Account

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