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 Q2	–	Sell	-7,696	Closed	-$293K	–	1314
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 $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

Foundations Investment Advisors's XBJL Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q2 2026, closing a stake of 7,696 shares — an estimated $293K sold.

Foundations Investment Advisors first reported a position in XBJL in Q4 2025 and held it in 2 quarters. The position peaked at $344K in Q4 2025. 40 funds tracked by Wall St. Rank hold XBJL as of Q2 2026.

Foundations Investment Advisors reported no remaining Innovator US Equity Accelerated 9 Buffer ETF July position as of Q2 2026 after selling out during the quarter.
Foundations Investment Advisors sold 7,696 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q2 2026, an estimated $293K.
Foundations Investment Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q4 2025 and held it in 2 quarters.
Foundations Investment Advisors's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $344K in Q4 2025.
40 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.