AE Wealth Management’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Sell |
4,183
-871
| -17% | -$31.3K | ﹤0.01% | 1376 |
|
|
2025
Q1 | $171K | Sell |
5,054
-2,952
| -37% | -$99.9K | ﹤0.01% | 1319 |
|
|
2024
Q4 | $273K | Buy |
+8,006
| New | +$273K | ﹤0.01% | 1142 |
|
|
2024
Q1 | – | Sell |
-7,145
| Closed | -$221K | – | 2014 |
|
|
2023
Q4 | $221K | Hold |
7,145
| – | – | ﹤0.01% | 1844 |
|
|
2023
Q3 | $203K | Buy |
+7,145
| New | +$203K | ﹤0.01% | 1777 |
|