Global Trust Asset Management’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Global Trust Asset Management’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
2025 Q1	–	Sell	-6,015	Closed	-$205K	–	539
2024 Q4	$205K	Hold	6,015	–	–	0.08%	172
2024 Q3	$201K	Hold	6,015	–	–	0.07%	177
2024 Q2	$194K	Hold	6,015	–	–	0.08%	163
2024 Q1	$191K	Hold	6,015	–	–	0.08%	164
2023 Q4	$184K	Hold	6,015	–	–	0.08%	149
2023 Q3	$171K	Buy	+6,015	New	+$174K	0.08%	149

Other funds holding XBJL

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

BFA

Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

CPIG

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

Global Trust Asset Management's XBJL Position: Q1 2025 in Review

Global Trust Asset Management sold out of Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q1 2025, closing a stake of 6,015 shares — an estimated $205K sold.

Global Trust Asset Management first reported a position in XBJL in Q3 2023 and held it in 6 quarters. The position peaked at $205K in Q4 2024. 48 funds tracked by Wall St. Rank hold XBJL as of Q1 2025.

Global Trust Asset Management reported no remaining Innovator US Equity Accelerated 9 Buffer ETF July position as of Q1 2025 after selling out during the quarter.
Global Trust Asset Management sold 6,015 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2025, an estimated $205K.
Global Trust Asset Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2023 and held it in 6 quarters.
Global Trust Asset Management's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $205K in Q4 2024.
48 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q1 2025.

Based on Global Trust Asset Management's 13F filing for Q1 2025, filed 18 Apr 2025.