AWM
XBJL icon

Axxcess Wealth Management’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Axxcess 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
2022
Q1 		– Sell
-11,342
Closed -$306K – 713
2021
Q4 		$306K Buy
+11,342
New +$301K 0.02% 466

Other funds holding XBJL

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DHGWA
Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina $349M AUM

Axxcess Wealth Management's XBJL Position: Q1 2022 in Review

Axxcess Wealth Management sold out of Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q1 2022, closing a stake of 11,342 shares — an estimated $306K sold.

Axxcess Wealth Management first reported a position in XBJL in Q4 2021 and held it in 1 quarter. The position peaked at $306K in Q4 2021. 11 funds tracked by Wall St. Rank hold XBJL as of Q1 2022.

  • Axxcess Wealth Management reported no remaining Innovator US Equity Accelerated 9 Buffer ETF July position as of Q1 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 11,342 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2022, an estimated $306K.
  • Axxcess Wealth Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q4 2021 and held it in 1 quarter.
  • Axxcess Wealth Management's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $306K in Q4 2021.
  • 11 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q1 2022.

Based on Axxcess Wealth Management's 13F filing for Q1 2022, filed 11 Aug 2022.