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

Mattson Financial 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	–	Sell	-120,638	Closed	-$4.62M	–	242
2025 Q4	$4.62M	Sell	120,638 -4,512	-4%	-$170K	1.08%	19
2025 Q3	$4.69M	Buy	125,150 +1,989	+2%	+$73.1K	1.12%	18
2025 Q2	$4.43M	Sell	123,161 -10,212	-8%	-$352K	1.2%	18
2025 Q1	$4.51M	Sell	133,373 -105,881	-44%	-$3.64M	1.36%	13
2024 Q4	$8.01M	Buy	+239,254	New	+$8.12M	2.55%	6

Other funds holding XBJL

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

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

MFA

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Mattson Financial Services's XBJL Position: Q1 2026 in Review

Mattson Financial Services sold out of Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q1 2026, closing a stake of 120,638 shares — an estimated $4.62M sold.

Mattson Financial Services first reported a position in XBJL in Q4 2024 and held it in 5 quarters. The position peaked at $8.01M in Q4 2024. 42 funds tracked by Wall St. Rank hold XBJL as of Q1 2026.

Mattson Financial Services reported no remaining Innovator US Equity Accelerated 9 Buffer ETF July position as of Q1 2026 after selling out during the quarter.
Mattson Financial Services sold 120,638 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2026, an estimated $4.62M.
Mattson Financial Services first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q4 2024 and held it in 5 quarters.
Mattson Financial Services's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $8.01M in Q4 2024.
42 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q1 2026.

Based on Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.