UBS Group
XBJL icon

UBS Group’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

UBS Group’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
Q3 		$35.2K Buy
+858
New +$34.8K ﹤0.01% 7954
2025
Q3 		– Sell
-109
Closed -$3.92K – 11008
2025
Q2 		$3.92K Sell
109
-2,940
-96% -$101K ﹤0.01% 9309
2025
Q1 		$103K Buy
3,049
+2,235
+275% +$76.8K ﹤0.01% 7028
2024
Q4 		$27.8K Buy
+814
New +$27.6K ﹤0.01% 7664
2024
Q1 		– Sell
-663
Closed -$20.3K – 10104
2023
Q4 		$20.3K Sell
663
-2,859
-81% -$83.7K ﹤0.01% 7096
2023
Q3 		$100K Buy
+3,522
New +$102K ﹤0.01% 5832
2023
Q2 		– Sell
-20
Closed -$548 – 9736
2023
Q1 		$548 Sell
20
-170
-89% -$4.53K ﹤0.01% 8979
2022
Q4 		$4.87K Buy
+190
New +$4.82K ﹤0.01% 9262
2022
Q3 		– Sell
-1,079
Closed -$27K – 10998
2022
Q2 		$27K Buy
1,079
+194
+22% +$4.96K ﹤0.01% 6524
2022
Q1 		$24K Sell
885
-47
-5% -$1.24K ﹤0.01% 7255
2021
Q4 		$25K Buy
932
+150
+19% +$3.98K ﹤0.01% 7595
2021
Q3 		$20K Buy
+782
New +$20.3K ﹤0.01% 7163

Other funds holding XBJL

HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Welch Financial Planning
Welch Financial Planning Boulder, Colorado $178M AUM 17.62% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Occidental Asset Management
Occidental Asset Management Burlingame, California $1.16B AUM 26.15% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

UBS Group's XBJL Position: Q3 2026 in Review

UBS Group opened a new position in Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q3 2026: 858 shares worth $35.2K. The stake represents ﹤0.01% of the portfolio and ranks #7954 among its holdings. This is a return to the name: UBS Group previously reported a position in XBJL as recently as Q2 2025.

UBS Group first reported a position in XBJL in Q3 2021 and has held it in 12 quarters since. The position peaked at $103K in Q1 2025. 23 funds tracked by Wall St. Rank hold XBJL as of Q3 2026.

  • UBS Group held 858 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $35.2K as of Q3 2026.
  • Innovator US Equity Accelerated 9 Buffer ETF July was a new UBS Group position in Q3 2026.
  • Innovator US Equity Accelerated 9 Buffer ETF July made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #7954 holding.
  • UBS Group first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2021 and has held it in 12 quarters since.
  • UBS Group's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $103K in Q1 2025.
  • 23 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.