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Crosspoint Financial’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Crosspoint Financial’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 		$846K Hold
22,250
– – 2.13% 12
2025
Q4 		$851K Hold
22,250
– – 2% 13
2025
Q3 		$833K Hold
22,250
– – 2.05% 11
2025
Q2 		$801K Hold
22,250
– – 2.14% 11
2025
Q1 		$753K Buy
+22,250
New +$765K 2.18% 11
2024
Q3 		$745K Buy
+22,250
New +$728K 2.56% 8

Other funds holding XBJL

Cetera Investment Advisers
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
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 $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

Crosspoint Financial's XBJL Position: Q1 2026 in Review

Crosspoint Financial held its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) position steady in Q1 2026 at 22,250 shares worth $846K. The position accounts for 2.13% of the portfolio, ranked #12.

Crosspoint Financial first reported a position in XBJL in Q3 2024 and has held it in 6 quarters since. The position peaked at $851K in Q4 2025. 42 funds tracked by Wall St. Rank hold XBJL as of Q1 2026.

  • Crosspoint Financial held 22,250 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $846K as of Q1 2026.
  • Crosspoint Financial left its Innovator US Equity Accelerated 9 Buffer ETF July share count unchanged in Q1 2026.
  • Innovator US Equity Accelerated 9 Buffer ETF July made up 2.13% of Crosspoint Financial's portfolio in Q1 2026, its #12 holding.
  • Crosspoint Financial first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2024 and has held it in 6 quarters since.
  • Crosspoint Financial's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $851K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q1 2026.

Based on Crosspoint Financial's 13F filing for Q1 2026, filed 13 May 2026.