Osaic Holdings’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Osaic Holdings’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	$3.51M	Buy	87,690 +150	+0.2%	+$5.93K	﹤0.01%	1828
2026 Q1	$3.33M	Sell	87,540 -15,302	-15%	-$587K	﹤0.01%	1653
2025 Q4	$3.93M	Sell	102,842 -1,906	-2%	-$71.9K	0.01%	1557
2025 Q3	$3.87M	Buy	104,748 +10,285	+11%	+$378K	0.01%	1667
2025 Q2	$3.4M	Sell	94,463 -9,564	-9%	-$329K	0.01%	1504
2025 Q1	$3.52M	Buy	104,027 +11,028	+12%	+$379K	0.01%	1266
2024 Q4	$3.17M	Buy	92,999 +9,529	+11%	+$323K	0.01%	1317
2024 Q3	$2.79M	Buy	83,470 +20,815	+33%	+$681K	0.01%	1450
2024 Q2	$2.02M	Sell	62,655 -16,386	-21%	-$523K	﹤0.01%	1620
2024 Q1	$2.51M	Sell	79,041 -7,882	-9%	-$246K	0.01%	1531
2023 Q4	$2.66M	Sell	86,923 -16,868	-16%	-$494K	﹤0.01%	1640
2023 Q3	$2.95M	Buy	103,791 +13,419	+15%	+$389K	﹤0.01%	1659
2023 Q2	$2.61M	Buy	90,372 +3,410	+4%	+$95.9K	﹤0.01%	1651
2023 Q1	$2.38M	Buy	86,962 +8,018	+10%	+$214K	﹤0.01%	1683
2022 Q4	$2.02M	Buy	78,944 +15,696	+25%	+$398K	﹤0.01%	1755
2022 Q3	$1.52M	Buy	63,248 +55,168	+683%	+$1.4M	﹤0.01%	1845
2022 Q2	$199K	Buy	8,080 +5,779	+251%	+$148K	﹤0.01%	3807
2022 Q1	$62K	Buy	2,301 +197	+9%	+$5.21K	﹤0.01%	4946
2021 Q4	$57K	Buy	2,104 +1,529	+266%	+$40.5K	﹤0.01%	5051
2021 Q3	$15K	Buy	+575	New	+$14.9K	﹤0.01%	5968

Other funds holding XBJL

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

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

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

GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

Osaic Holdings's XBJL Position: Q2 2026 in Review

Osaic Holdings increased its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 0.17% in Q2 2026, buying an estimated $5.93K and bringing the position to 87,690 shares worth $3.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

Osaic Holdings first reported a position in XBJL in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.93M in Q4 2025. 40 funds tracked by Wall St. Rank hold XBJL as of Q2 2026.

Osaic Holdings held 87,690 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $3.51M as of Q2 2026.
Osaic Holdings bought 150 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q2 2026, an estimated $5.93K.
Innovator US Equity Accelerated 9 Buffer ETF July made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #1828 holding.
Osaic Holdings first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2021 and has held it in 20 quarters since.
Osaic Holdings's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $3.93M in Q4 2025.
40 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.