Kestra Advisory Services’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Kestra Advisory Services’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	$1.37M	Buy	36,150 +1,740	+5%	+$66.7K	0.01%	1520
2025 Q4	$1.32M	Sell	34,410 -260	-0.7%	-$9.81K	0.01%	1475
2025 Q3	$1.3M	Buy	34,670 +1,770	+5%	+$65K	0.01%	1412
2025 Q2	$1.18M	Buy	32,900 +345	+1%	+$11.9K	0.01%	1377
2025 Q1	$1.1M	Sell	32,555 -345	-1%	-$11.9K	0.01%	1343
2024 Q4	$1.12M	Buy	32,900 +345	+1%	+$11.7K	0.01%	1349
2024 Q3	$1.09M	Buy	32,555 +6,191	+23%	+$202K	0.01%	1272
2024 Q2	$850K	Hold	26,364	–	–	﹤0.01%	1421
2024 Q1	$836K	Buy	26,364 +245	+0.9%	+$7.63K	0.01%	1353
2023 Q4	$800K	Sell	26,119 -151	-0.6%	-$4.42K	0.01%	1241
2023 Q3	$746K	Buy	26,270 +7,265	+38%	+$210K	0.01%	1148
2023 Q2	$549K	Sell	19,005 -1,005	-5%	-$28.3K	0.01%	1280
2023 Q1	$548K	Hold	20,010	–	–	0.01%	1230
2022 Q4	$513K	Buy	20,010 +2,990	+18%	+$75.8K	﹤0.01%	1394
2022 Q3	$410K	Buy	+17,020	New	+$433K	﹤0.01%	1424

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

Kestra Advisory Services's XBJL Position: Q1 2026 in Review

Kestra Advisory Services increased its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 5.1% in Q1 2026, buying an estimated $66.7K and bringing the position to 36,150 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #1520.

Kestra Advisory Services first reported a position in XBJL in Q3 2022 and has held it in 15 quarters since. 42 funds tracked by Wall St. Rank hold XBJL as of Q1 2026.

Kestra Advisory Services held 36,150 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $1.37M as of Q1 2026.
Kestra Advisory Services bought 1,740 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2026, an estimated $66.7K.
Innovator US Equity Accelerated 9 Buffer ETF July made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1520 holding.
Kestra Advisory Services first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2022 and has held it in 15 quarters since.
42 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.