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

EverSource Wealth 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 		$4K Hold
100
– – ﹤0.01% 3397
2026
Q1 		$3.8K Hold
100
– – ﹤0.01% 3388
2025
Q4 		$3.83K Buy
+100
New +$3.77K ﹤0.01% 3228

Other funds holding XBJL

BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GTWM
Global Trust Wealth Management West Palm Beach, Florida $145M AUM
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's XBJL Position: Q2 2026 in Review

EverSource Wealth Advisors held its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) position steady in Q2 2026 at 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #3397.

EverSource Wealth Advisors first reported a position in XBJL in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold XBJL as of Q2 2026.

  • EverSource Wealth Advisors held 100 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $4K as of Q2 2026.
  • EverSource Wealth Advisors left its Innovator US Equity Accelerated 9 Buffer ETF July share count unchanged in Q2 2026.
  • Innovator US Equity Accelerated 9 Buffer ETF July made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3397 holding.
  • EverSource Wealth Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q2 2026.

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