CreativeOne Wealth’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

CreativeOne Wealth’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
2023 Q3	–	Sell	-10,417	Closed	-$301K	–	838
2023 Q2	$301K	Sell	10,417 -46,442	-82%	-$1.31M	0.01%	643
2023 Q1	$1.56M	Hold	56,859	–	–	0.08%	236
2022 Q4	$1.46M	Buy	56,859 +15,275	+37%	+$387K	0.08%	220
2022 Q3	$1M	Buy	+41,584	New	+$1.06M	0.06%	259

Other funds holding XBJL

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

CreativeOne Wealth's XBJL Position: Q3 2023 in Review

CreativeOne Wealth sold out of Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q3 2023, closing a stake of 10,417 shares — an estimated $301K sold.

CreativeOne Wealth first reported a position in XBJL in Q3 2022 and held it in 4 quarters. The position peaked at $1.56M in Q1 2023. 31 funds tracked by Wall St. Rank hold XBJL as of Q3 2023.

CreativeOne Wealth reported no remaining Innovator US Equity Accelerated 9 Buffer ETF July position as of Q3 2023 after selling out during the quarter.
CreativeOne Wealth sold 10,417 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q3 2023, an estimated $301K.
CreativeOne Wealth first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2022 and held it in 4 quarters.
CreativeOne Wealth's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $1.56M in Q1 2023.
31 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q3 2023.

Based on CreativeOne Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.