IA
XBJL icon

IFP Advisors’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

IFP Advisors’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 		$70.3K Sell
1,849
-5,675
-75% -$218K ﹤0.01% 2066
2025
Q4 		$288K Sell
7,524
-109
-1% -$4.11K 0.01% 1188
2025
Q3 		$286K Buy
7,633
+6,445
+543% +$237K 0.01% 1119
2025
Q2 		$42.7K Buy
1,188
+888
+296% +$30.6K ﹤0.01% 2129
2025
Q1 		$10.2K Sell
300
-2,000
-87% -$68.8K ﹤0.01% 2573
2024
Q4 		$78.5K Hold
2,300
– – ﹤0.01% 1593
2024
Q3 		$77K Buy
+2,300
New +$75.2K ﹤0.01% 1528

Other funds holding XBJL

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $139M AUM
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
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 $784M AUM 29.04% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return