Brookwood Investment Group’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Brookwood Investment Group’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 Q2	$1.93M	Buy	48,192 +2,797	+6%	+$111K	0.22%	100
2026 Q1	$1.73M	Buy	45,395 +1,586	+4%	+$60.8K	0.21%	107
2025 Q4	$1.68M	Buy	43,809 +198	+0.5%	+$7.47K	0.2%	94
2025 Q3	$1.63M	Buy	43,611 +937	+2%	+$34.4K	0.21%	86
2025 Q2	$1.54M	Buy	42,674 +4,595	+12%	+$158K	0.25%	69
2025 Q1	$1.29M	Buy	+38,079	New	+$1.31M	0.22%	82

Other funds holding XBJL

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GTWM

Global Trust Wealth Management West Palm Beach, Florida $145M AUM

Brookwood Investment Group's XBJL Position: Q2 2026 in Review

Brookwood Investment Group increased its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 6.2% in Q2 2026, buying an estimated $111K and bringing the position to 48,192 shares worth $1.93M. The position accounts for 0.22% of the portfolio, ranked #100.

Brookwood Investment Group first reported a position in XBJL in Q1 2025 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold XBJL as of Q2 2026.

Brookwood Investment Group held 48,192 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $1.93M as of Q2 2026.
Brookwood Investment Group bought 2,797 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q2 2026, an estimated $111K.
Innovator US Equity Accelerated 9 Buffer ETF July made up 0.22% of Brookwood Investment Group's portfolio in Q2 2026, its #100 holding.
Brookwood Investment Group first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q1 2025 and has held it in 6 quarters since.
16 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.