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Chicago Partners Investment Group’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Chicago Partners Investment Group’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
Q2 		$1.54M Sell
38,773
-1,031
-3% -$40.7K 0.03% 459
2026
Q1 		$1.56M Hold
39,804
– – 0.03% 391
2025
Q4 		$1.53M Sell
39,804
-20,466
-34% -$772K 0.04% 346
2025
Q3 		$2.28M Sell
60,270
-965
-2% -$35.5K 0.06% 253
2025
Q2 		$2.23M Hold
61,235
– – 0.06% 239
2025
Q1 		$2.09M Hold
61,235
– – 0.07% 227
2024
Q4 		$2.1M Sell
61,235
-2,810
-4% -$95.4K 0.07% 223
2024
Q3 		$2.15M Buy
64,045
+573
+0.9% +$18.7K 0.08% 209
2024
Q2 		$2.05M Buy
63,472
+2,392
+4% +$76.4K 0.08% 214
2024
Q1 		$1.94M Sell
61,080
-94
-0.2% -$2.93K 0.08% 213
2023
Q4 		$1.89M Sell
61,174
-23
-0% -$674 0.09% 204
2023
Q3 		$1.72M Hold
61,197
– – 0.09% 207
2023
Q2 		$1.78M Sell
61,197
-1,360
-2% -$38.2K 0.09% 208
2023
Q1 		$1.74M Hold
62,557
– – 0.1% 197
2022
Q4 		$1.7M Hold
62,557
– – 0.1% 186
2022
Q3 		$1.57M Hold
62,557
– – 0.11% 169
2022
Q2 		$1.62M Sell
62,557
-4,078
-6% -$104K 0.12% 163
2022
Q1 		$1.65M Hold
66,635
– – 0.13% 149
2021
Q4 		$1.75M Hold
66,635
– – 0.12% 153
2021
Q3 		$1.78M Buy
+66,635
New +$1.73M 0.12% 151

Other funds holding XBJL

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
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GTWM
Global Trust Wealth Management West Palm Beach, Florida $145M AUM

Chicago Partners Investment Group's XBJL Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 2.6% in Q2 2026, selling an estimated $40.7K and leaving 38,773 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #459.

Chicago Partners Investment Group first reported a position in XBJL in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.28M in Q3 2025. 16 funds tracked by Wall St. Rank hold XBJL as of Q2 2026.

  • Chicago Partners Investment Group held 38,773 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $1.54M as of Q2 2026.
  • Chicago Partners Investment Group sold 1,031 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q2 2026, an estimated $40.7K.
  • Innovator US Equity Accelerated 9 Buffer ETF July made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #459 holding.
  • Chicago Partners Investment Group first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2021 and has held it in 20 quarters since.
  • Chicago Partners Investment Group's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $2.28M in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.