Ownership history in EverSource Wealth Advisors, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JULY (XTJL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 1,684 | — | 0% | 0.00% | $65K | $38.88 |
| 2025 Q3 | UNCHANGED | 1,684 | — | 0% | 0.00% | $64K | $37.87 |
| 2025 Q2 | UNCHANGED | 1,684 | — | 0% | 0.00% | $60K | $35.93 |
| 2025 Q1 | UNCHANGED | 1,684 | — | 0% | 0.00% | $56K | $33.19 |
| 2024 Q4 | INITIATED | 1,684 | — | — | 0.00% | $57K | $33.69 |
As of 2025 Q4 — sorted by position size