ATPW
XBJL icon

Ashton Thomas Private Wealth’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Ashton Thomas Private Wealth’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 		$6.58K Buy
+173
New +$6.63K ﹤0.01% 1426
2023
Q2 		– Sell
-11,356
Closed -$311K – 604
2023
Q1 		$311K Hold
11,356
– – 0.03% 414
2022
Q4 		$291K Hold
11,356
– – 0.03% 404
2022
Q3 		$273K Hold
11,356
– – 0.03% 392
2022
Q2 		$280K Hold
11,356
– – 0.03% 388
2022
Q1 		$306K Hold
11,356
– – 0.03% 404
2021
Q4 		$306K Sell
11,356
-3,244
-22% -$86K 0.03% 388
2021
Q3 		$377K Buy
+14,600
New +$379K 0.05% 279

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