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Encompass More Asset Management’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Encompass More Asset Management’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 		– Sell
-34,151
Closed -$1.31M – 308
2025
Q4 		$1.31M Sell
34,151
-1,856
-5% -$70K 0.24% 85
2025
Q3 		$1.35M Sell
36,007
-2,474
-6% -$90.9K 0.26% 80
2025
Q2 		$1.38M Buy
38,481
+6,069
+19% +$209K 0.32% 68
2025
Q1 		$1.1M Buy
32,412
+10,234
+46% +$352K 0.33% 72
2024
Q4 		$757K Buy
22,178
+8,637
+64% +$293K 0.25% 79
2024
Q3 		$453K Buy
+13,541
New +$443K 0.17% 100

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 $488M AUM 17.59% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Encompass More Asset Management's XBJL Position: Q1 2026 in Review

Encompass More Asset Management sold out of Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q1 2026, closing a stake of 34,151 shares — an estimated $1.31M sold.

Encompass More Asset Management first reported a position in XBJL in Q3 2024 and held it in 6 quarters. The position peaked at $1.38M in Q2 2025. 42 funds tracked by Wall St. Rank hold XBJL as of Q1 2026.

  • Encompass More Asset Management reported no remaining Innovator US Equity Accelerated 9 Buffer ETF July position as of Q1 2026 after selling out during the quarter.
  • Encompass More Asset Management sold 34,151 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2026, an estimated $1.31M.
  • Encompass More Asset Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2024 and held it in 6 quarters.
  • Encompass More Asset Management's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $1.38M in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q1 2026.

Based on Encompass More Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.