Dixon Hughes Goodman Wealth Advisors’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$23K Buy
850
+200
+31% +$5.29K 0.01% 419
2021
Q4
$18K Buy
+650
New +$17.2K 0.01% 397

Other funds holding XBJL

Dixon Hughes Goodman Wealth Advisors's XBJL Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 31% in Q1 2022, buying an estimated $5.29K and bringing the position to 850 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #419.

Dixon Hughes Goodman Wealth Advisors first reported a position in XBJL in Q4 2021 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold XBJL as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 850 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $23K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 200 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2022, an estimated $5.29K.
  • Innovator US Equity Accelerated 9 Buffer ETF July made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #419 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q4 2021 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.