Sunbelt Securities’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Sunbelt Securities’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	$246K	Sell	6,477 -276	-4%	-$10.6K	0.02%	579
2025 Q4	$258K	Sell	6,753 -278	-4%	-$10.5K	0.02%	565
2025 Q3	$263K	Sell	7,031 -896	-11%	-$32.9K	0.02%	566
2025 Q2	$271K	Hold	7,927	–	–	0.02%	509
2025 Q1	$268K	Hold	7,927	–	–	0.02%	483
2024 Q4	$271K	Hold	7,927	–	–	0.02%	508
2024 Q3	$265K	Hold	7,927	–	–	0.03%	518
2024 Q2	$256K	Sell	7,927 -925	-10%	-$29.5K	0.03%	492
2024 Q1	$281K	Sell	8,852 -10,185	-54%	-$317K	0.03%	450
2023 Q4	$583K	Sell	19,037 -1,130	-6%	-$33.1K	0.07%	271
2023 Q3	$573K	Buy	20,167 +32	+0.2%	+$927	0.08%	256
2023 Q2	$582K	Buy	20,135 +5,420	+37%	+$152K	0.08%	254
2023 Q1	$399K	Sell	14,715 -3,238	-18%	-$86.3K	0.06%	299
2022 Q4	$460K	Sell	17,953 -146,649	-89%	-$3.72M	0.09%	258
2022 Q3	$3.96M	Buy	+164,602	New	+$4.19M	0.84%	23

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 $420M AUM 14.29% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 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

Sunbelt Securities's XBJL Position: Q1 2026 in Review

Sunbelt Securities reduced its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 4.1% in Q1 2026, selling an estimated $10.6K and leaving 6,477 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #579.

Sunbelt Securities first reported a position in XBJL in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.96M in Q3 2022. 42 funds tracked by Wall St. Rank hold XBJL as of Q1 2026.

Sunbelt Securities held 6,477 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $246K as of Q1 2026.
Sunbelt Securities sold 276 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2026, an estimated $10.6K.
Innovator US Equity Accelerated 9 Buffer ETF July made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #579 holding.
Sunbelt Securities first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2022 and has held it in 15 quarters since.
Sunbelt Securities's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $3.96M in Q3 2022.
42 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.