Foundations Investment Advisors’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Foundations Investment 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 Q1	$293K	Sell	7,696 -1,307	-15%	-$50.1K	﹤0.01%	920
2025 Q4	$344K	Buy	+9,003	New	+$340K	﹤0.01%	847

Other funds holding XBJL

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 $810M AUM 29.04% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Foundations Investment Advisors's XBJL Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 15% in Q1 2026, selling an estimated $50.1K and leaving 7,696 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Foundations Investment Advisors first reported a position in XBJL in Q4 2025 and has held it in 2 quarters since. The position peaked at $344K in Q4 2025. 42 funds tracked by Wall St. Rank hold XBJL as of Q1 2026.

Foundations Investment Advisors held 7,696 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $293K as of Q1 2026.
Foundations Investment Advisors sold 1,307 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2026, an estimated $50.1K.
Innovator US Equity Accelerated 9 Buffer ETF July made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #920 holding.
Foundations Investment Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q4 2025 and has held it in 2 quarters since.
Foundations Investment Advisors's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $344K in Q4 2025.
42 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.