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

Blue Bell Private 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
2026 Q1	$3.17M	Sell	83,365 -3,011	-3%	-$115K	0.46%	38
2025 Q4	$3.3M	Sell	86,376 -970	-1%	-$36.6K	0.48%	38
2025 Q3	$3.27M	Buy	87,346 +12,588	+17%	+$462K	0.5%	35
2025 Q2	$2.69M	Sell	74,758 -201	-0.3%	-$6.92K	0.45%	37
2025 Q1	$2.54M	Hold	74,959	–	–	0.48%	36
2024 Q4	$2.56M	Sell	74,959 -107	-0.1%	-$3.63K	0.49%	38
2024 Q3	$2.51M	Sell	75,066 -624	-0.8%	-$20.4K	0.48%	39
2024 Q2	$2.44M	Sell	75,690 -381	-0.5%	-$12.2K	0.5%	36
2024 Q1	$2.41M	Sell	76,071 -858	-1%	-$26.7K	0.52%	32
2023 Q4	$2.36M	Sell	76,929 -1,084	-1%	-$31.8K	0.56%	31
2023 Q3	$2.22M	Buy	78,013 +32,566	+72%	+$943K	0.6%	30
2023 Q2	$1.31M	Sell	45,447 -7,041	-13%	-$198K	0.35%	49
2023 Q1	$1.44M	Buy	52,488 +815	+2%	+$21.7K	0.43%	38
2022 Q4	$1.32M	Buy	51,673 +400	+0.8%	+$10.1K	0.43%	37
2022 Q3	$1.23M	Buy	51,273 +45,235	+749%	+$1.15M	0.44%	32
2022 Q2	$149K	Buy	6,038 +171	+3%	+$4.37K	0.05%	128
2022 Q1	$158K	Sell	5,867 -300	-5%	-$7.93K	0.04%	121
2021 Q4	$166K	Buy	+6,167	New	+$164K	0.04%	116

Other funds holding XBJL

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $810M AUM 29.04% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return

Blue Bell Private Wealth Management's XBJL Position: Q1 2026 in Review

Blue Bell Private Wealth Management reduced its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 3.5% in Q1 2026, selling an estimated $115K and leaving 83,365 shares worth $3.17M. The position accounts for 0.46% of the portfolio, ranked #38.

Blue Bell Private Wealth Management first reported a position in XBJL in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.3M in Q4 2025. 42 funds tracked by Wall St. Rank hold XBJL as of Q1 2026.

Blue Bell Private Wealth Management held 83,365 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $3.17M as of Q1 2026.
Blue Bell Private Wealth Management sold 3,011 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2026, an estimated $115K.
Innovator US Equity Accelerated 9 Buffer ETF July made up 0.46% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #38 holding.
Blue Bell Private Wealth Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q4 2021 and has held it in 18 quarters since.
Blue Bell Private Wealth Management's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $3.3M 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 Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.