Evolution Wealth Advisors’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Hold |
7,265
| – | – | 0.04% | 141 |
|
|
2025
Q1 | $246K | Sell |
7,265
-5,165
| -42% | -$175K | 0.04% | 130 |
|
|
2024
Q4 | $424K | Hold |
12,430
| – | – | 0.07% | 97 |
|
|
2024
Q3 | $416K | Hold |
12,430
| – | – | 0.07% | 90 |
|
|
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 | +$299K | 0.08% | 87 |
|