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Brown Financial Advisors’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Brown Financial Advisors’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 		– Sell
-113,115
Closed -$4.33M – 214
2025
Q4 		$4.33M Sell
113,115
-2,331
-2% -$87.9K 1.58% 14
2025
Q3 		$4.32M Sell
115,446
-410
-0.4% -$15.1K 1.6% 15
2025
Q2 		$4.17M Sell
115,856
-15,130
-12% -$521K 1.63% 13
2025
Q1 		$4.43M Sell
130,986
-127,768
-49% -$4.39M 1.83% 12
2024
Q4 		$8.83M Buy
258,754
+20,278
+9% +$688K 3.55% 3
2024
Q3 		$7.98M Buy
+238,476
New +$7.8M 3.29% 4

Other funds holding XBJL

Cetera Investment Advisers
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 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

Brown Financial Advisors's XBJL Position: Q1 2026 in Review

Brown Financial Advisors sold out of Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q1 2026, closing a stake of 113,115 shares — an estimated $4.33M sold.

Brown Financial Advisors first reported a position in XBJL in Q3 2024 and held it in 6 quarters. The position peaked at $8.83M in Q4 2024. 42 funds tracked by Wall St. Rank hold XBJL as of Q1 2026.

  • Brown Financial Advisors reported no remaining Innovator US Equity Accelerated 9 Buffer ETF July position as of Q1 2026 after selling out during the quarter.
  • Brown Financial Advisors sold 113,115 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2026, an estimated $4.33M.
  • Brown Financial Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2024 and held it in 6 quarters.
  • Brown Financial Advisors's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $8.83M in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.