Cambridge Investment Research Advisors
XBJL icon

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

Cambridge Investment Research 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
-63,351
Closed -$2.12M – 3600
2024
Q3 		$2.12M Sell
63,351
-450
-0.7% -$14.7K 0.01% 1303
2024
Q2 		$2.06M Sell
63,801
-29,911
-32% -$955K 0.01% 1264
2024
Q1 		$2.97M Sell
93,712
-18,730
-17% -$584K 0.01% 1036
2023
Q4 		$3.44M Sell
112,442
-21,951
-16% -$643K 0.01% 891
2023
Q3 		$3.82M Buy
134,393
+44,010
+49% +$1.27M 0.02% 793
2023
Q2 		$2.61M Buy
+90,383
New +$2.54M 0.01% 1012

Other funds holding XBJL

GI
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Cetera Investment Advisers
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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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 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
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return