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Orion Portfolio Solutions’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$303K Buy
+8,942
New +$307K ﹤0.01% 1624

Other funds holding XBJL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Orion Portfolio Solutions's XBJL Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q1 2025: 8,942 shares worth $303K. The stake represents ﹤0.01% of the portfolio and ranks #1624 among its holdings.

48 funds tracked by Wall St. Rank hold XBJL as of Q1 2025.

  • Orion Portfolio Solutions held 8,942 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $303K as of Q1 2025.
  • Innovator US Equity Accelerated 9 Buffer ETF July was a new Orion Portfolio Solutions position in Q1 2025.
  • Innovator US Equity Accelerated 9 Buffer ETF July made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1624 holding.
  • 48 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.