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Atria Investments’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Atria Investments’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 		– Sell
-25,773
Closed -$986K – 2164
2025
Q4 		$986K Buy
25,773
+1,632
+7% +$61.6K 0.01% 1074
2025
Q3 		$904K Buy
+24,141
New +$887K 0.01% 1104

Other funds holding XBJL

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Atria Investments's XBJL Position: Q1 2026 in Review

Atria Investments sold out of Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q1 2026, closing a stake of 25,773 shares — an estimated $986K sold.

Atria Investments first reported a position in XBJL in Q3 2025 and held it in 2 quarters. The position peaked at $986K in Q4 2025. 42 funds tracked by Wall St. Rank hold XBJL as of Q1 2026.

  • Atria Investments reported no remaining Innovator US Equity Accelerated 9 Buffer ETF July position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 25,773 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2026, an estimated $986K.
  • Atria Investments first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2025 and held it in 2 quarters.
  • Atria Investments's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $986K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.