Steward Partners Investment Advisory’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Steward Partners Investment Advisory’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 Q1	$90.4K	Sell	2,377 -218	-8%	-$8.36K	﹤0.01%	2433
2025 Q4	$99.3K	Sell	2,595 -479	-16%	-$18.1K	﹤0.01%	2301
2025 Q3	$115K	Sell	3,074 -1,012	-25%	-$37.2K	﹤0.01%	2145
2025 Q2	$147K	Buy	4,086 +369	+10%	+$12.7K	﹤0.01%	1904
2025 Q1	$126K	Buy	3,717 +212	+6%	+$7.29K	﹤0.01%	1890
2024 Q4	$120K	Sell	3,505 -12,919	-79%	-$438K	﹤0.01%	1893
2024 Q3	$550K	Buy	16,424 +784	+5%	+$25.6K	0.01%	1072
2024 Q2	$504K	Buy	15,640 +788	+5%	+$25.2K	0.01%	1069
2024 Q1	$471K	Buy	14,852 +1,667	+13%	+$51.9K	0.01%	1077
2023 Q4	$404K	Buy	13,185 +1,883	+17%	+$55.2K	0.01%	1091
2023 Q3	$321K	Buy	11,302 +1,299	+13%	+$37.6K	﹤0.01%	1099
2023 Q2	$289K	Buy	+10,003	New	+$281K	﹤0.01%	1138

Other funds holding XBJL

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Steward Partners Investment Advisory's XBJL Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 8.4% in Q1 2026, selling an estimated $8.36K and leaving 2,377 shares worth $90.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2433.

Steward Partners Investment Advisory first reported a position in XBJL in Q2 2023 and has held it in 12 quarters since. The position peaked at $550K in Q3 2024. 42 funds tracked by Wall St. Rank hold XBJL as of Q1 2026.

Steward Partners Investment Advisory held 2,377 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $90.4K as of Q1 2026.
Steward Partners Investment Advisory sold 218 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2026, an estimated $8.36K.
Innovator US Equity Accelerated 9 Buffer ETF July made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2433 holding.
Steward Partners Investment Advisory first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q2 2023 and has held it in 12 quarters since.
Steward Partners Investment Advisory's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $550K in Q3 2024.
42 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.