AWM
XBJL icon

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
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $139M AUM
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $784M AUM 29.04% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return