Jeff Yass’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Jeff Yass’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	$827K	Sell	20,700 -11,300	-35%	-$447K	﹤0.01%	8694
2026 Q1	$1.22M	Sell	32,000 -17,060	-35%	-$654K	﹤0.01%	7385
2025 Q4	$1.88M	Buy	49,060 +35,174	+253%	+$1.33M	﹤0.01%	5797
2025 Q3	$520K	Buy	+13,886	New	+$510K	﹤0.01%	8850
2025 Q2	–	Sell	-10,798	Closed	-$365K	–	13843
2025 Q1	$365K	Sell	10,798 -30,140	-74%	-$1.04M	﹤0.01%	9619
2024 Q4	$1.4M	Sell	40,938 -20,955	-34%	-$711K	﹤0.01%	6126
2024 Q3	$2.07M	Buy	61,893 +15,821	+34%	+$517K	﹤0.01%	5204
2024 Q2	$1.49M	Buy	46,072 +35,025	+317%	+$1.12M	﹤0.01%	5693
2024 Q1	$350K	Sell	11,047 -1,035	-9%	-$32.2K	﹤0.01%	9345
2023 Q4	$370K	Buy	+12,082	New	+$354K	﹤0.01%	9370
2023 Q3	–	Sell	-14,179	Closed	-$410K	–	13126
2023 Q2	$410K	Buy	14,179 +1,319	+10%	+$37.1K	﹤0.01%	8783
2023 Q1	$352K	Sell	12,860 -7,375	-36%	-$196K	﹤0.01%	9363
2022 Q4	$519K	Buy	+20,235	New	+$513K	﹤0.01%	7768
2022 Q2	–	Sell	-22,814	Closed	-$614K	–	14078
2022 Q1	$614K	Buy	22,814 +3,663	+19%	+$96.9K	﹤0.01%	8419
2021 Q4	$517K	Buy	19,151 +752	+4%	+$19.9K	﹤0.01%	9116
2021 Q3	$475K	Buy	+18,399	New	+$478K	﹤0.01%	9524

Other funds holding XBJL

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Jeff Yass's XBJL Position: Q2 2026 in Review

Jeff Yass reduced its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 35% in Q2 2026, selling an estimated $447K and leaving 20,700 shares worth $827K. The position accounts for ﹤0.01% of the portfolio, ranked #8694.

Jeff Yass first reported a position in XBJL in Q3 2021 and has held it in 16 quarters since. The position peaked at $2.07M in Q3 2024. 40 funds tracked by Wall St. Rank hold XBJL as of Q2 2026.

Jeff Yass held 20,700 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $827K as of Q2 2026.
Jeff Yass sold 11,300 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q2 2026, an estimated $447K.
Innovator US Equity Accelerated 9 Buffer ETF July made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8694 holding.
Jeff Yass first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2021 and has held it in 16 quarters since.
Jeff Yass's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $2.07M in Q3 2024.
40 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.