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XBJL icon

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

Global Trust Wealth 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
2026
Q2 		$208K Sell
5,215
-800
-13% -$31.6K 0.14% 72
2026
Q1 		$229K Hold
6,015
– – 0.17% 72
2025
Q4 		$230K Buy
+6,015
New +$227K 0.17% 76

Other funds holding XBJL

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Global Trust Wealth Management's XBJL Position: Q2 2026 in Review

Global Trust Wealth Management reduced its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 13% in Q2 2026, selling an estimated $31.6K and leaving 5,215 shares worth $208K. The position accounts for 0.14% of the portfolio, ranked #72.

Global Trust Wealth Management first reported a position in XBJL in Q4 2025 and has held it in 3 quarters since. The position peaked at $230K in Q4 2025. 21 funds tracked by Wall St. Rank hold XBJL as of Q2 2026.

  • Global Trust Wealth Management held 5,215 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $208K as of Q2 2026.
  • Global Trust Wealth Management sold 800 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q2 2026, an estimated $31.6K.
  • Innovator US Equity Accelerated 9 Buffer ETF July made up 0.14% of Global Trust Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Global Trust Wealth Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
  • Global Trust Wealth Management's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $230K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q2 2026.

Based on Global Trust Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.