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Sound Income Strategies’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Sound Income Strategies’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
2023
Q1 		– Sell
-1,027
Closed -$26.3K – 1154
2022
Q4 		$26.3K Buy
+1,027
New +$26K ﹤0.01% 354

Other funds holding XBJL

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Sound Income Strategies's XBJL Position: Q1 2023 in Review

Sound Income Strategies sold out of Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q1 2023, closing a stake of 1,027 shares — an estimated $26.3K sold.

Sound Income Strategies first reported a position in XBJL in Q4 2022 and held it in 1 quarter. The position peaked at $26.3K in Q4 2022. 18 funds tracked by Wall St. Rank hold XBJL as of Q1 2023.

  • Sound Income Strategies reported no remaining Innovator US Equity Accelerated 9 Buffer ETF July position as of Q1 2023 after selling out during the quarter.
  • Sound Income Strategies sold 1,027 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2023, an estimated $26.3K.
  • Sound Income Strategies first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q4 2022 and held it in 1 quarter.
  • Sound Income Strategies's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $26.3K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q1 2023.

Based on Sound Income Strategies's 13F filing for Q1 2023, filed 10 Apr 2023.