Envestnet Asset Management
XBJL icon

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

Envestnet 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 		$382K Buy
10,054
+92
+0.9% +$3.53K ﹤0.01% 4126
2025
Q4 		$381K Buy
9,962
+331
+3% +$12.5K ﹤0.01% 3876
2025
Q3 		$361K Buy
9,631
+226
+2% +$8.3K ﹤0.01% 3966
2025
Q2 		$338K Buy
9,405
+1,327
+16% +$45.7K ﹤0.01% 3949
2025
Q1 		$273K Buy
8,078
+376
+5% +$12.9K ﹤0.01% 3967
2024
Q4 		$263K Buy
+7,702
New +$261K ﹤0.01% 3959

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 $139M 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 $784M AUM 29.04% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return