Cetera Investment Advisers
XBJL icon

Cetera Investment Advisers’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Cetera Investment Advisers’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 		$9.4M Sell
247,207
-7,296
-3% -$280K 0.01% 1099
2025
Q4 		$9.74M Sell
254,503
-1,853
-0.7% -$69.9K 0.01% 1045
2025
Q3 		$9.6M Sell
256,356
-74,402
-22% -$2.73M 0.01% 1013
2025
Q2 		$11.9M Sell
330,758
-18,069
-5% -$622K 0.02% 733
2025
Q1 		$11.8M Sell
348,827
-37,316
-10% -$1.28M 0.02% 688
2024
Q4 		$13.2M Buy
386,143
+2
+0% +$68 0.03% 596
2024
Q3 		$12.9M Buy
386,141
+5,364
+1% +$175K 0.03% 596
2024
Q2 		$12.3M Sell
380,777
-5,299
-1% -$169K 0.03% 587
2024
Q1 		$12.2M Buy
386,076
+225,581
+141% +$7.03M 0.03% 592
2023
Q4 		$4.91M Sell
160,495
-486
-0.3% -$14.2K 0.04% 441
2023
Q3 		$4.57M Sell
160,981
-2,581
-2% -$74.7K 0.04% 439
2023
Q2 		$4.72M Buy
163,562
+8,546
+6% +$240K 0.04% 427
2023
Q1 		$4.24M Buy
155,016
+1,946
+1% +$51.8K 0.04% 448
2022
Q4 		$3.92M Buy
+153,070
New +$3.88M 0.04% 465

Other funds holding XBJL

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 $488M AUM 17.59% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return

Cetera Investment Advisers's XBJL Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 2.9% in Q1 2026, selling an estimated $280K and leaving 247,207 shares worth $9.4M. The position accounts for 0.01% of the portfolio, ranked #1099.

Cetera Investment Advisers first reported a position in XBJL in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.2M in Q4 2024. 42 funds tracked by Wall St. Rank hold XBJL as of Q1 2026.

  • Cetera Investment Advisers held 247,207 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $9.4M as of Q1 2026.
  • Cetera Investment Advisers sold 7,296 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2026, an estimated $280K.
  • Innovator US Equity Accelerated 9 Buffer ETF July made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1099 holding.
  • Cetera Investment Advisers first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q4 2022 and has held it in 14 quarters since.
  • Cetera Investment Advisers's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $13.2M 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 Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.