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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BFA

Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $802M AUM 22.13% 1-Year Est. Return

WCG

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

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

Cambridge Investment Research Advisors's XBJL Position: Q4 2024 in Review

Cambridge Investment Research Advisors sold out of Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q4 2024, closing a stake of 63,351 shares — an estimated $2.12M sold.

Cambridge Investment Research Advisors first reported a position in XBJL in Q2 2023 and held it in 6 quarters. The position peaked at $3.82M in Q3 2023. 42 funds tracked by Wall St. Rank hold XBJL as of Q4 2024.

Cambridge Investment Research Advisors reported no remaining Innovator US Equity Accelerated 9 Buffer ETF July position as of Q4 2024 after selling out during the quarter.
Cambridge Investment Research Advisors sold 63,351 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q4 2024, an estimated $2.12M.
Cambridge Investment Research Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q2 2023 and held it in 6 quarters.
Cambridge Investment Research Advisors's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $3.82M in Q3 2023.
42 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q4 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.