GWN Securities’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

GWN Securities’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	$1.41M	Buy	37,134 +225	+0.6%	+$8.63K	0.27%	95
2025 Q4	$1.41M	Buy	36,909 +7,064	+24%	+$266K	0.29%	93
2025 Q3	$1.12M	Sell	29,845 -2,311	-7%	-$84.9K	0.26%	97
2025 Q2	$1.16M	Buy	32,156 +2,784	+9%	+$95.9K	0.22%	104
2025 Q1	$994K	Buy	29,372 +11,904	+68%	+$409K	0.06%	306
2024 Q4	$596K	Buy	+17,468	New	+$593K	0.16%	133

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

GWN Securities's XBJL Position: Q1 2026 in Review

GWN Securities increased its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 0.61% in Q1 2026, buying an estimated $8.63K and bringing the position to 37,134 shares worth $1.41M. The position accounts for 0.27% of the portfolio, ranked #95.

GWN Securities first reported a position in XBJL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.41M in Q4 2025. 42 funds tracked by Wall St. Rank hold XBJL as of Q1 2026.

GWN Securities held 37,134 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $1.41M as of Q1 2026.
GWN Securities bought 225 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2026, an estimated $8.63K.
Innovator US Equity Accelerated 9 Buffer ETF July made up 0.27% of GWN Securities's portfolio in Q1 2026, its #95 holding.
GWN Securities first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q4 2024 and has held it in 6 quarters since.
GWN Securities's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $1.41M 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 GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.