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

Spire 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
2023
Q1 		– Sell
-651
Closed -$17K – 2610
2022
Q4 		$17K Hold
651
– – ﹤0.01% 1447
2022
Q3 		$16K Buy
+651
New +$16.6K ﹤0.01% 1422

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 $4.48B AUM 19.29% 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 $696M AUM 17.73% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

Spire Wealth Management's XBJL Position: Q1 2023 in Review

Spire Wealth Management sold out of Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q1 2023, closing a stake of 651 shares — an estimated $17K sold.

Spire Wealth Management first reported a position in XBJL in Q3 2022 and held it in 2 quarters. The position peaked at $17K in Q4 2022. 18 funds tracked by Wall St. Rank hold XBJL as of Q1 2023.

  • Spire Wealth Management reported no remaining Innovator US Equity Accelerated 9 Buffer ETF July position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 651 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2023, an estimated $17K.
  • Spire Wealth Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2022 and held it in 2 quarters.
  • Spire Wealth Management's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $17K 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 Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.