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Triad Wealth Partners’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Triad Wealth Partners’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 		– Sell
-13,836
Closed -$529K – 520
2025
Q4 		$529K Buy
13,836
+5,241
+61% +$198K 0.05% 255
2025
Q3 		$322K Buy
+8,595
New +$316K 0.04% 277

Other funds holding XBJL

Cetera Investment Advisers
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
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 $5B AUM 26.84% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Triad Wealth Partners's XBJL Position: Q1 2026 in Review

Triad Wealth Partners sold out of Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q1 2026, closing a stake of 13,836 shares — an estimated $529K sold.

Triad Wealth Partners first reported a position in XBJL in Q3 2025 and held it in 2 quarters. The position peaked at $529K in Q4 2025. 42 funds tracked by Wall St. Rank hold XBJL as of Q1 2026.

  • Triad Wealth Partners reported no remaining Innovator US Equity Accelerated 9 Buffer ETF July position as of Q1 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 13,836 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2026, an estimated $529K.
  • Triad Wealth Partners first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2025 and held it in 2 quarters.
  • Triad Wealth Partners's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $529K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.