Commonwealth Equity Services’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Commonwealth Equity Services’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	$844K	Sell	22,210 -17	-0.1%	-$652	﹤0.01%	2745
2025 Q4	$850K	Sell	22,227 -1,106	-5%	-$41.7K	﹤0.01%	2719
2025 Q3	$874K	Sell	23,333 -4,530	-16%	-$166K	﹤0.01%	2707
2025 Q2	$1M	Buy	27,863 +1,080	+4%	+$37.2K	﹤0.01%	2554
2025 Q1	$906K	Buy	26,783 +3,776	+16%	+$130K	﹤0.01%	2538
2024 Q4	$786K	Sell	23,007 -2,660	-10%	-$90.3K	﹤0.01%	2598
2024 Q3	$859K	Buy	25,667 +774	+3%	+$25.3K	﹤0.01%	2469
2024 Q2	$803K	Buy	24,893 +566	+2%	+$18.1K	﹤0.01%	2445
2024 Q1	$771K	Sell	24,327 -86,372	-78%	-$2.69M	﹤0.01%	2438
2023 Q4	$3.39M	Buy	110,699 +5,982	+6%	+$175K	0.01%	1342
2023 Q3	$2.97M	Buy	104,717 +86,926	+489%	+$2.52M	0.01%	1339
2023 Q2	$514K	Buy	17,791 +6,952	+64%	+$195K	﹤0.01%	2601
2023 Q1	$296	Buy	10,839 +2,451	+29%	+$65.3K	﹤0.01%	2987
2022 Q4	$214K	Sell	8,388 -9,074	-52%	-$230K	﹤0.01%	3162
2022 Q3	$420K	Buy	17,462 +9,153	+110%	+$233K	﹤0.01%	2562
2022 Q2	$205K	Buy	+8,309	New	+$212K	﹤0.01%	3179

Other funds holding XBJL

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 $420M AUM 14.29% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services's XBJL Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 0.08% in Q1 2026, selling an estimated $652 and leaving 22,210 shares worth $844K. The position accounts for ﹤0.01% of the portfolio, ranked #2745.

Commonwealth Equity Services first reported a position in XBJL in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.39M in Q4 2023. 42 funds tracked by Wall St. Rank hold XBJL as of Q1 2026.

Commonwealth Equity Services held 22,210 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $844K as of Q1 2026.
Commonwealth Equity Services sold 17 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2026, an estimated $652.
Innovator US Equity Accelerated 9 Buffer ETF July made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2745 holding.
Commonwealth Equity Services first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q2 2022 and has held it in 16 quarters since.
Commonwealth Equity Services's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $3.39M in Q4 2023.
42 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.