Gradient Investments’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Gradient Investments’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	$217K	Sell	5,425 -2,923	-35%	-$116K	﹤0.01%	435
2026 Q1	$317K	Sell	8,348 -1,068,650	-99%	-$41M	﹤0.01%	370
2025 Q4	$41.2M	Sell	1,076,998 -23,737	-2%	-$895K	0.65%	43
2025 Q3	$41.2M	Buy	1,100,735 +8,227	+0.8%	+$302K	0.69%	42
2025 Q2	$39.3M	Sell	1,092,508 -953,576	-47%	-$32.8M	0.72%	41
2025 Q1	$69.2M	Sell	2,046,084 -1,106,606	-35%	-$38M	1.4%	17
2024 Q4	$108M	Buy	3,152,690 +1,041,197	+49%	+$35.3M	2.18%	7
2024 Q3	$70.7M	Buy	+2,111,493	New	+$69M	1.47%	15

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

Gradient Investments's XBJL Position: Q2 2026 in Review

Gradient Investments reduced its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 35% in Q2 2026, selling an estimated $116K and leaving 5,425 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Gradient Investments first reported a position in XBJL in Q3 2024 and has held it in 8 quarters since. The position peaked at $108M in Q4 2024. 40 funds tracked by Wall St. Rank hold XBJL as of Q2 2026.

Gradient Investments held 5,425 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $217K as of Q2 2026.
Gradient Investments sold 2,923 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q2 2026, an estimated $116K.
Innovator US Equity Accelerated 9 Buffer ETF July made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #435 holding.
Gradient Investments first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2024 and has held it in 8 quarters since.
Gradient Investments's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $108M in Q4 2024.
40 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.