LPL Financial
XBJL icon

LPL Financial’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

LPL Financial’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 		$590K Sell
15,516
-1,851
-11% -$71K ﹤0.01% 4620
2025
Q4 		$664K Sell
17,367
-4,095
-19% -$154K ﹤0.01% 4456
2025
Q3 		$804K Buy
+21,462
New +$788K ﹤0.01% 4211

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 $172M 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 $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

LPL Financial's XBJL Position: Q1 2026 in Review

LPL Financial reduced its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 11% in Q1 2026, selling an estimated $71K and leaving 15,516 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #4620.

LPL Financial first reported a position in XBJL in Q3 2025 and has held it in 3 quarters since. The position peaked at $804K in Q3 2025. 42 funds tracked by Wall St. Rank hold XBJL as of Q1 2026.

  • LPL Financial held 15,516 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $590K as of Q1 2026.
  • LPL Financial sold 1,851 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2026, an estimated $71K.
  • Innovator US Equity Accelerated 9 Buffer ETF July made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4620 holding.
  • LPL Financial first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2025 and has held it in 3 quarters since.
  • LPL Financial's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $804K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.