FOUNDATIONS INVESTMENT ADVISORS, LLC XTJA β€” INNOVATOR ETFS TRUST

Ownership history in FOUNDATIONS INVESTMENT ADVISORS, LLC  Β·  6 quarters on record

AI Ownership Summary

FOUNDATIONS INVESTMENT ADVISORS, LLC reported INNOVATOR ETFS TRUST (XTJA) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows XTJA at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XTJA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FOUNDATIONS INVESTMENT ADVISORS, LLC's position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XTJA was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XTJA stock page FOUNDATIONS INVESTMENT ADVISORS, LLC fund profile FOUNDATIONS INVESTMENT ADVISORS, LLC full holdings
How FOUNDATIONS INVESTMENT ADVISORS, LLC held XTJA β€” position size vs. price
% of Fund (quarterly)    XTJA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 14,313 +4,633 +47.9% 0.01% $453K 2026-02-14 (Est.) $31.59
2025 Q3 REDUCED β€” β€” β€” 9,680 -486 -4.8% 0.00% $298K 2025-11-03 $31.13
2025 Q2 REDUCED 13.8% +4.6% ❌ 10,166 -1,634 -13.8% 0.00% $299K 2025-08-08 $30.07
2025 Q1 REDUCED 6.5% +9.5% ❌ 11,800 -823 -6.5% 0.01% $317K 2025-05-07 $26.83
2024 Q4 REDUCED 15.4% -3.2% βœ… 12,623 -2,293 -15.4% 0.01% $351K 2025-01-22 $28.44
2024 Q3 INITIATED β€” β€” β€” 14,916 β€” β€” 0.01% $406K 2024-10-21 $27.39

🏒 Other funds also holding XTJA

As of 2026 Q1 β€” sorted by position size

Welch Financial Planning, LLC 0.28% VESTIA PERSONAL WEALTH ADVISORS 0.11% Soltis Investment Advisors LLC 3Y 0.03% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% DHJJ Financial Advisors, Ltd. 3Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About FOUNDATIONS INVESTMENT ADVISORS, LLC and XTJA

These are the practical questions this page is built to answer before you even open the full history table.

How long has FOUNDATIONS INVESTMENT ADVISORS, LLC reported owning XTJA?

FOUNDATIONS INVESTMENT ADVISORS, LLC reported XTJA across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported XTJA position in FOUNDATIONS INVESTMENT ADVISORS, LLC's portfolio?

The largest reported portfolio weight for XTJA was 0.01% in 2024 Q3.

What is the latest reported XTJA position on this page?

The most recent filing on this page is 2025 Q4, when FOUNDATIONS INVESTMENT ADVISORS, LLC reported 14,313 shares, equal to 0.01% of portfolio, with an estimated market value of $453K.

What does the chart on this XTJA ownership page compare?

The chart compares FOUNDATIONS INVESTMENT ADVISORS, LLC's quarterly XTJA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FOUNDATIONS INVESTMENT ADVISORS, LLC time their XTJA position?

Based on 13F filing dates vs. subsequent XTJA price moves, FOUNDATIONS INVESTMENT ADVISORS, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on XTJA relative to SPY over the holding period was -2.1%.

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