John W. Brooker & Co’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

John W. Brooker & Co’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
2022 Q4	–	Sell	-582	Closed	-$14K	–	191
2022 Q3	$14K	Hold	582	–	–	0.01%	136
2022 Q2	$14K	Hold	582	–	–	0.01%	136
2022 Q1	$16K	Hold	582	–	–	0.01%	136
2021 Q4	$16K	Hold	582	–	–	0.01%	136
2021 Q3	$15K	Buy	+582	New	+$15.1K	0.01%	132

Other funds holding XBJL

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

John W. Brooker & Co's XBJL Position: Q4 2022 in Review

John W. Brooker & Co sold out of Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q4 2022, closing a stake of 582 shares — an estimated $14K sold.

John W. Brooker & Co first reported a position in XBJL in Q3 2021 and held it in 5 quarters. The position peaked at $16K in Q1 2022. 20 funds tracked by Wall St. Rank hold XBJL as of Q4 2022.

John W. Brooker & Co reported no remaining Innovator US Equity Accelerated 9 Buffer ETF July position as of Q4 2022 after selling out during the quarter.
John W. Brooker & Co sold 582 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q4 2022, an estimated $14K.
John W. Brooker & Co first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2021 and held it in 5 quarters.
John W. Brooker & Co's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $16K in Q1 2022.
20 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q4 2022.

Based on John W. Brooker & Co's 13F filing for Q4 2022, filed 13 Jan 2023.