UBS Group
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UBS Group’s Innovator 20+ Year Treasury Bond 9 Buffer ETF July TBJL Stock Holding History

UBS Group’s Portfolio TBJL Stock Details TBJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.17K Buy
+109
New +$2.18K ﹤0.01% 9339
2025
Q3 		– Sell
-202
Closed -$4.04K – 10915
2025
Q2 		$4.04K Buy
+202
New +$4.02K ﹤0.01% 9301
2025
Q1 		– Sell
-180
Closed -$3.52K – 10719
2024
Q4 		$3.52K Sell
180
-938
-84% -$18.9K ﹤0.01% 8864
2024
Q3 		$23.5K Sell
1,118
-547
-33% -$11.3K ﹤0.01% 7277
2024
Q2 		$33.5K Buy
1,665
+1,476
+781% +$29.1K ﹤0.01% 6994
2024
Q1 		$3.77K Sell
189
-634
-77% -$12.5K ﹤0.01% 7705
2023
Q4 		$16.6K Buy
823
+276
+50% +$5.22K ﹤0.01% 7221
2023
Q3 		$10.2K Buy
+547
New +$10.7K ﹤0.01% 7104
2022
Q4 		– Sell
-931
Closed -$18K – 11138
2022
Q3 		$18K Buy
931
+178
+24% +$3.71K ﹤0.01% 7540
2022
Q2 		$16K Buy
753
+116
+18% +$2.49K ﹤0.01% 7211
2022
Q1 		$15K Sell
637
-1,101
-63% -$26.1K ﹤0.01% 7850
2021
Q4 		$43K Sell
1,738
-2,631
-60% -$64K ﹤0.01% 7051
2021
Q3 		$105K Buy
+4,369
New +$106K ﹤0.01% 5797
2021
Q1 		– Sell
-54
Closed -$1K – 9458
2020
Q4 		$1K Sell
54
-37
-41% -$910 ﹤0.01% 8257
2020
Q3 		$2K Buy
+91
New +$2.26K ﹤0.01% 7692

Other funds holding TBJL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group's TBJL Position: Q1 2026 in Review

UBS Group opened a new position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) in Q1 2026: 109 shares worth $2.17K. The stake represents ﹤0.01% of the portfolio and ranks #9339 among its holdings. This is a return to the name: UBS Group previously reported a position in TBJL as recently as Q2 2025.

UBS Group first reported a position in TBJL in Q3 2020 and has held it in 15 quarters since. The position peaked at $105K in Q3 2021. 16 funds tracked by Wall St. Rank hold TBJL as of Q1 2026.

  • UBS Group held 109 shares of Innovator 20+ Year Treasury Bond 9 Buffer ETF July worth $2.17K as of Q1 2026.
  • Innovator 20+ Year Treasury Bond 9 Buffer ETF July was a new UBS Group position in Q1 2026.
  • Innovator 20+ Year Treasury Bond 9 Buffer ETF July made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9339 holding.
  • UBS Group first reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in Q3 2020 and has held it in 15 quarters since.
  • UBS Group's Innovator 20+ Year Treasury Bond 9 Buffer ETF July position peaked at $105K in Q3 2021.
  • 16 funds tracked by Wall St. Rank held Innovator 20+ Year Treasury Bond 9 Buffer ETF July as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.