Occidental Asset Management
XBJL icon

Occidental Asset Management’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Occidental Asset 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
Q3 		$682K Buy
+16,641
New +$675K 0.06% 171

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Weaver Consulting Group
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Welch Financial Planning
Welch Financial Planning Boulder, Colorado $178M AUM 17.62% 1-Year Est. Return
GWN Securities
GWN Securities Palm Beach Gardens, Florida $636M AUM 25.82% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Occidental Asset Management's XBJL Position: Q3 2026 in Review

Occidental Asset Management opened a new position in Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q3 2026: 16,641 shares worth $682K. The stake represents 0.06% of the portfolio and ranks #171 among its holdings.

34 funds tracked by Wall St. Rank hold XBJL as of Q3 2026.

  • Occidental Asset Management held 16,641 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $682K as of Q3 2026.
  • Innovator US Equity Accelerated 9 Buffer ETF July was a new Occidental Asset Management position in Q3 2026.
  • Innovator US Equity Accelerated 9 Buffer ETF July made up 0.06% of Occidental Asset Management's portfolio in Q3 2026, its #171 holding.
  • 34 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q3 2026.

Based on Occidental Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.