Northwestern Mutual Wealth Management
XBJL icon

Northwestern Mutual Wealth Management’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Northwestern Mutual Wealth Management’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 		$80.5K Sell
2,014
-500
-20% -$19.8K ﹤0.01% 2350
2026
Q1 		$95.6K Hold
2,514
– – ﹤0.01% 2197
2025
Q4 		$96.2K Hold
2,514
– – ﹤0.01% 2153
2025
Q3 		$94.1K Buy
+2,514
New +$92.4K ﹤0.01% 2070

Other funds holding XBJL

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
Osaic Holdings
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
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return

Northwestern Mutual Wealth Management's XBJL Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 20% in Q2 2026, selling an estimated $19.8K and leaving 2,014 shares worth $80.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2350.

Northwestern Mutual Wealth Management first reported a position in XBJL in Q3 2025 and has held it in 4 quarters since. The position peaked at $96.2K in Q4 2025. 41 funds tracked by Wall St. Rank hold XBJL as of Q2 2026.

  • Northwestern Mutual Wealth Management held 2,014 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $80.5K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 500 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q2 2026, an estimated $19.8K.
  • Innovator US Equity Accelerated 9 Buffer ETF July made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2350 holding.
  • Northwestern Mutual Wealth Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2025 and has held it in 4 quarters since.
  • Northwestern Mutual Wealth Management's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $96.2K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.