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

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 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 3,074 shares of XBJL stock, worth $115,397. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,074
Previous 4,086 24.77%
Holding current value
$115,397
Previous $147,000 21.77%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$36.0 - $37.45 $36,432 - $37,899
-1,012 Reduced 24.77%
3,074 $115,000
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
54
Shares Held
3.05M
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
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