GS
XBJL icon

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
Q2 		$1.42M Sell
35,599
-1,535
-4% -$60.7K 0.24% 112
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
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
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
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

GWN Securities's XBJL Position: Q2 2026 in Review

GWN Securities reduced its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 4.1% in Q2 2026, selling an estimated $60.7K and leaving 35,599 shares worth $1.42M. The position accounts for 0.24% of the portfolio, ranked #112.

GWN Securities first reported a position in XBJL in Q4 2024 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold XBJL as of Q2 2026.

  • GWN Securities held 35,599 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $1.42M as of Q2 2026.
  • GWN Securities sold 1,535 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q2 2026, an estimated $60.7K.
  • Innovator US Equity Accelerated 9 Buffer ETF July made up 0.24% of GWN Securities's portfolio in Q2 2026, its #112 holding.
  • GWN Securities first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
  • 40 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.