AE Wealth Management’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

AE Wealth Management’s Portfolio XBJL Stock Details XBJL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.96K	Hold	74	–	–	﹤0.01%	2525
2026 Q1	$2.81K	Sell	74 -1,838	-96%	-$70.5K	﹤0.01%	2449
2025 Q4	$73.1K	Sell	1,912 -2,406	-56%	-$90.8K	﹤0.01%	1771
2025 Q3	$162K	Buy	4,318 +135	+3%	+$4.96K	﹤0.01%	1444
2025 Q2	$151K	Sell	4,183 -871	-17%	-$30K	﹤0.01%	1376
2025 Q1	$171K	Sell	5,054 -2,952	-37%	-$101K	﹤0.01%	1319
2024 Q4	$273K	Buy	+8,006	New	+$272K	﹤0.01%	1142
2024 Q1	–	Sell	-7,145	Closed	-$221K	–	2019
2023 Q4	$221K	Hold	7,145	–	–	﹤0.01%	1847
2023 Q3	$203K	Buy	+7,145	New	+$207K	﹤0.01%	1779

Other funds holding XBJL

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return

AE Wealth Management's XBJL Position: Q2 2026 in Review

AE Wealth Management held its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) position steady in Q2 2026 at 74 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #2525.

AE Wealth Management first reported a position in XBJL in Q3 2023 and has held it in 9 quarters since. The position peaked at $273K in Q4 2024. 40 funds tracked by Wall St. Rank hold XBJL as of Q2 2026.

AE Wealth Management held 74 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $2.96K as of Q2 2026.
AE Wealth Management left its Innovator US Equity Accelerated 9 Buffer ETF July share count unchanged in Q2 2026.
Innovator US Equity Accelerated 9 Buffer ETF July made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2525 holding.
AE Wealth Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2023 and has held it in 9 quarters since.
AE Wealth Management's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $273K in Q4 2024.
40 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.