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

Evolution 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	$206K	Sell	5,165 -2,100	-29%	-$83K	0.02%	176
2026 Q1	$276K	Hold	7,265	–	–	0.03%	146
2025 Q4	$278K	Hold	7,265	–	–	0.03%	137
2025 Q3	$272K	Hold	7,265	–	–	0.04%	136
2025 Q2	$261K	Hold	7,265	–	–	0.04%	141
2025 Q1	$246K	Sell	7,265 -5,165	-42%	-$178K	0.04%	130
2024 Q4	$424K	Hold	12,430	–	–	0.07%	97
2024 Q3	$416K	Hold	12,430	–	–	0.07%	93
2024 Q2	$401K	Hold	12,430	–	–	0.08%	91
2024 Q1	$394K	Hold	12,430	–	–	0.08%	90
2023 Q4	$381K	Hold	12,430	–	–	0.08%	89
2023 Q3	$353K	Hold	12,430	–	–	0.08%	87
2023 Q2	$359K	Hold	12,430	–	–	0.08%	85
2023 Q1	$340K	Hold	12,430	–	–	0.08%	88
2022 Q4	$319K	Hold	12,430	–	–	0.08%	92
2022 Q3	$299K	Buy	+12,430	New	+$316K	0.08%	87

Other funds holding XBJL

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 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

GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return

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

Evolution Wealth Advisors reduced its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 29% in Q2 2026, selling an estimated $83K and leaving 5,165 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #176.

Evolution Wealth Advisors first reported a position in XBJL in Q3 2022 and has held it in 16 quarters since. The position peaked at $424K in Q4 2024. 40 funds tracked by Wall St. Rank hold XBJL as of Q2 2026.

Evolution Wealth Advisors held 5,165 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $206K as of Q2 2026.
Evolution Wealth Advisors sold 2,100 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q2 2026, an estimated $83K.
Innovator US Equity Accelerated 9 Buffer ETF July made up 0.02% of Evolution Wealth Advisors's portfolio in Q2 2026, its #176 holding.
Evolution Wealth Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2022 and has held it in 16 quarters since.
Evolution Wealth Advisors's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $424K in Q4 2024.
40 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.