Steward Partners Investment Advisory’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147K | Buy |
4,086
+369
| +10% | +$13.3K | ﹤0.01% | 1904 |
|
|
2025
Q1 | $126K | Buy |
3,717
+212
| +6% | +$7.17K | ﹤0.01% | 1890 |
|
|
2024
Q4 | $120K | Sell |
3,505
-12,919
| -79% | -$441K | ﹤0.01% | 1893 |
|
|
2024
Q3 | $550K | Buy |
16,424
+784
| +5% | +$26.2K | 0.01% | 1072 |
|
|
2024
Q2 | $504K | Buy |
15,640
+788
| +5% | +$25.4K | 0.01% | 1069 |
|
|
2024
Q1 | $471K | Buy |
14,852
+1,667
| +13% | +$52.8K | 0.01% | 1077 |
|
|
2023
Q4 | $404K | Buy |
13,185
+1,883
| +17% | +$57.7K | 0.01% | 1091 |
|
|
2023
Q3 | $321K | Buy |
11,302
+1,299
| +13% | +$36.9K | ﹤0.01% | 1099 |
|
|
2023
Q2 | $289K | Buy |
+10,003
| New | +$289K | ﹤0.01% | 1138 |
|