Bank of Montreal
XBJL icon

Bank of Montreal’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Bank of Montreal’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
Q3 		– Sell
-17,400
Closed -$561K – 4289
2024
Q2 		$561K Sell
17,400
-1,100
-6% -$35.1K ﹤0.01% 2325
2024
Q1 		$587K Hold
18,500
– – ﹤0.01% 2339
2023
Q4 		$567K Buy
18,500
+2,600
+16% +$76.2K ﹤0.01% 2412
2023
Q3 		$466K Buy
15,900
+7,650
+93% +$222K ﹤0.01% 2510
2023
Q2 		$238K Hold
8,250
– – ﹤0.01% 3112
2023
Q1 		$226K Hold
8,250
– – ﹤0.01% 2944
2022
Q4 		$217K Buy
8,250
+2,050
+33% +$52K ﹤0.01% 3110
2022
Q3 		$156 Buy
6,200
+5,100
+464% +$130K ﹤0.01% 3305
2022
Q2 		$28 Hold
1,100
– – ﹤0.01% 3718
2022
Q1 		$30K Hold
1,100
– – ﹤0.01% 3873
2021
Q4 		$30K Hold
1,100
– – ﹤0.01% 3302
2021
Q3 		$29K Buy
+1,100
New +$28.6K ﹤0.01% 3622

Other funds holding XBJL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Bank of Montreal's XBJL Position: Q3 2024 in Review

Bank of Montreal sold out of Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q3 2024, closing a stake of 17,400 shares — an estimated $561K sold.

Bank of Montreal first reported a position in XBJL in Q3 2021 and held it in 12 quarters. The position peaked at $587K in Q1 2024. 39 funds tracked by Wall St. Rank hold XBJL as of Q3 2024.

  • Bank of Montreal reported no remaining Innovator US Equity Accelerated 9 Buffer ETF July position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 17,400 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q3 2024, an estimated $561K.
  • Bank of Montreal first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2021 and held it in 12 quarters.
  • Bank of Montreal's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $587K in Q1 2024.
  • 39 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.