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
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 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 $420M AUM 14.29% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

UBS Group's XBJL Position: Q3 2025 in Review

UBS Group sold out of Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q3 2025, closing a stake of 109 shares — an estimated $3.92K sold.

UBS Group first reported a position in XBJL in Q3 2021 and held it in 11 quarters. The position peaked at $103K in Q1 2025. 51 funds tracked by Wall St. Rank hold XBJL as of Q3 2025.

  • UBS Group reported no remaining Innovator US Equity Accelerated 9 Buffer ETF July position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 109 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q3 2025, an estimated $3.92K.
  • UBS Group first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2021 and held it in 11 quarters.
  • UBS Group's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $103K in Q1 2025.
  • 51 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.