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
Q2 		$450K Buy
11,246
+1,192
+12% +$47.1K ﹤0.01% 4157
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 $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
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
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
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return

Envestnet Asset Management's XBJL Position: Q2 2026 in Review

Envestnet Asset Management increased its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 12% in Q2 2026, buying an estimated $47.1K and bringing the position to 11,246 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #4157.

Envestnet Asset Management first reported a position in XBJL in Q4 2024 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold XBJL as of Q2 2026.

  • Envestnet Asset Management held 11,246 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $450K as of Q2 2026.
  • Envestnet Asset Management bought 1,192 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q2 2026, an estimated $47.1K.
  • Innovator US Equity Accelerated 9 Buffer ETF July made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4157 holding.
  • Envestnet Asset Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
  • 40 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.