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

Cambridge 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
2024 Q4	–	Sell	-12,310	Closed	-$412K	–	172
2024 Q3	$412K	Sell	12,310 -20	-0.2%	-$654	0.09%	130
2024 Q2	$398K	Sell	12,330 -225	-2%	-$7.18K	0.09%	129
2024 Q1	$398K	Sell	12,555 -600	-5%	-$18.7K	0.09%	131
2023 Q4	$403K	Hold	13,155	–	–	0.1%	127
2023 Q3	$374K	Buy	13,155 +4,110	+45%	+$119K	0.1%	125
2023 Q2	$261K	Hold	9,045	–	–	0.07%	146
2023 Q1	$248K	Hold	9,045	–	–	0.06%	163
2022 Q4	$232K	Hold	9,045	–	–	0.06%	166
2022 Q3	$218K	Buy	+9,045	New	+$230K	0.06%	163

Other funds holding XBJL

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

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

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Cambridge Advisors's XBJL Position: Q4 2024 in Review

Cambridge Advisors sold out of Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q4 2024, closing a stake of 12,310 shares — an estimated $412K sold.

Cambridge Advisors first reported a position in XBJL in Q3 2022 and held it in 9 quarters. The position peaked at $412K in Q3 2024. 42 funds tracked by Wall St. Rank hold XBJL as of Q4 2024.

Cambridge Advisors reported no remaining Innovator US Equity Accelerated 9 Buffer ETF July position as of Q4 2024 after selling out during the quarter.
Cambridge Advisors sold 12,310 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q4 2024, an estimated $412K.
Cambridge Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2022 and held it in 9 quarters.
Cambridge Advisors's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $412K in Q3 2024.
42 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q4 2024.

Based on Cambridge Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.