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

DHJJ Financial 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
2026 Q2	$185K	Sell	4,626 -100	-2%	-$3.95K	0.05%	222
2026 Q1	$180K	Hold	4,726	–	–	0.06%	213
2025 Q4	$181K	Hold	4,726	–	–	0.06%	199
2025 Q3	$177K	Buy	4,726 +30	+0.6%	+$1.1K	0.06%	188
2025 Q2	$169K	Hold	4,696	–	–	0.06%	186
2025 Q1	$159K	Sell	4,696 -190	-4%	-$6.53K	0.06%	173
2024 Q4	$167K	Hold	4,886	–	–	0.07%	170
2024 Q3	$164K	Hold	4,886	–	–	0.06%	166
2024 Q2	$158K	Hold	4,886	–	–	0.07%	160
2024 Q1	$155K	Hold	4,886	–	–	0.07%	161
2023 Q4	$150K	Hold	4,886	–	–	0.07%	157
2023 Q3	$139K	Buy	+4,886	New	+$141K	0.07%	158

Other funds holding XBJL

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return

DHJJ Financial Advisors's XBJL Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 2.1% in Q2 2026, selling an estimated $3.95K and leaving 4,626 shares worth $185K. The position accounts for 0.05% of the portfolio, ranked #222.

DHJJ Financial Advisors first reported a position in XBJL in Q3 2023 and has held it in 12 quarters since. 40 funds tracked by Wall St. Rank hold XBJL as of Q2 2026.

DHJJ Financial Advisors held 4,626 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $185K as of Q2 2026.
DHJJ Financial Advisors sold 100 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q2 2026, an estimated $3.95K.
Innovator US Equity Accelerated 9 Buffer ETF July made up 0.05% of DHJJ Financial Advisors's portfolio in Q2 2026, its #222 holding.
DHJJ Financial Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
40 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.