Cetera Advisor Networks’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Cetera Advisor Networks’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 Q1	$6.77M	Buy	213,631 +2,029	+1%	+$63.2K	0.03%	511
2023 Q4	$6.48M	Sell	211,602 -5,114	-2%	-$150K	0.04%	466
2023 Q3	$6.15M	Buy	+216,716	New	+$6.28M	0.04%	441

Other funds holding XBJL

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

WCG

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 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

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Cetera Advisor Networks's XBJL Position: Q1 2024 in Review

Cetera Advisor Networks increased its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 0.96% in Q1 2024, buying an estimated $63.2K and bringing the position to 213,631 shares worth $6.77M. The position accounts for 0.03% of the portfolio, ranked #511.

Cetera Advisor Networks first reported a position in XBJL in Q3 2023 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold XBJL as of Q1 2024.

Cetera Advisor Networks held 213,631 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $6.77M as of Q1 2024.
Cetera Advisor Networks bought 2,029 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2024, an estimated $63.2K.
Innovator US Equity Accelerated 9 Buffer ETF July made up 0.03% of Cetera Advisor Networks's portfolio in Q1 2024, its #511 holding.
Cetera Advisor Networks first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2023 and has held it in 3 quarters since.
33 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.