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Clear Point Advisors’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Clear Point 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
-1,900
Closed -$63.6K – 538
2024
Q3 		$63.6K Hold
1,900
– – 0.05% 176
2024
Q2 		$61.3K Hold
1,900
– – 0.05% 171
2024
Q1 		$60.2K Hold
1,900
– – 0.05% 181
2023
Q4 		$58.2K Buy
+1,900
New +$55.7K 0.05% 174

Other funds holding XBJL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
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 $59.8B AUM 29.42% 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

Clear Point Advisors's XBJL Position: Q4 2024 in Review

Clear Point Advisors sold out of Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q4 2024, closing a stake of 1,900 shares — an estimated $63.6K sold.

Clear Point Advisors first reported a position in XBJL in Q4 2023 and held it in 4 quarters. The position peaked at $63.6K in Q3 2024. 42 funds tracked by Wall St. Rank hold XBJL as of Q4 2024.

  • Clear Point Advisors reported no remaining Innovator US Equity Accelerated 9 Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1,900 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q4 2024, an estimated $63.6K.
  • Clear Point Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $63.6K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.