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Arkadios Wealth Advisors’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Arkadios Wealth Advisors’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
2024
Q1 		– Sell
-7,762
Closed -$238K – 791
2023
Q4 		$238K Buy
+7,762
New +$227K 0.02% 604

Other funds holding XBJL

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Arkadios Wealth Advisors's XBJL Position: Q1 2024 in Review

Arkadios Wealth Advisors sold out of Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q1 2024, closing a stake of 7,762 shares — an estimated $238K sold.

Arkadios Wealth Advisors first reported a position in XBJL in Q4 2023 and held it in 1 quarter. The position peaked at $238K in Q4 2023. 33 funds tracked by Wall St. Rank hold XBJL as of Q1 2024.

  • Arkadios Wealth Advisors reported no remaining Innovator US Equity Accelerated 9 Buffer ETF July position as of Q1 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 7,762 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2024, an estimated $238K.
  • Arkadios Wealth Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q4 2023 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $238K in Q4 2023.
  • 33 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q1 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.