Blue Bell Private Wealth Management’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Sell |
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|
2025
Q1 | $2.54M | Hold |
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|
2024
Q4 | $2.56M | Sell |
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|
2024
Q3 | $2.51M | Sell |
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|
2024
Q2 | $2.44M | Sell |
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|
2024
Q1 | $2.41M | Sell |
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|
2023
Q4 | $2.36M | Sell |
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|
2023
Q3 | $2.22M | Buy |
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|
2023
Q2 | $1.31M | Sell |
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|
2023
Q1 | $1.44M | Buy |
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|
2022
Q4 | $1.32M | Buy |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $149K | Buy |
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|
2022
Q1 | $158K | Sell |
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|
2021
Q4 | $166K | Buy |
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