Visionary Wealth Advisors’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Visionary Wealth Advisors’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	$395K	Sell	10,380 -761	-7%	-$29.2K	0.02%	456
2025 Q4	$426K	Sell	11,141 -2,591	-19%	-$97.7K	0.02%	422
2025 Q3	$514K	Sell	13,732 -181	-1%	-$6.65K	0.02%	378
2025 Q2	$501K	Sell	13,913 -2,098	-13%	-$72.3K	0.03%	358
2025 Q1	$542K	Hold	16,011	–	–	0.03%	337
2024 Q4	$547K	Hold	16,011	–	–	0.03%	338
2024 Q3	$536K	Buy	16,011 +1,450	+10%	+$47.4K	0.03%	337
2024 Q2	$469K	Hold	14,561	–	–	0.03%	338
2024 Q1	$462K	Hold	14,561	–	–	0.03%	334
2023 Q4	$446K	Hold	14,561	–	–	0.03%	335
2023 Q3	$414K	Buy	+14,561	New	+$422K	0.03%	325

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

Visionary Wealth Advisors's XBJL Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 6.8% in Q1 2026, selling an estimated $29.2K and leaving 10,380 shares worth $395K. The position accounts for 0.02% of the portfolio, ranked #456.

Visionary Wealth Advisors first reported a position in XBJL in Q3 2023 and has held it in 11 quarters since. The position peaked at $547K in Q4 2024. 42 funds tracked by Wall St. Rank hold XBJL as of Q1 2026.

Visionary Wealth Advisors held 10,380 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $395K as of Q1 2026.
Visionary Wealth Advisors sold 761 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2026, an estimated $29.2K.
Innovator US Equity Accelerated 9 Buffer ETF July made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #456 holding.
Visionary Wealth Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2023 and has held it in 11 quarters since.
Visionary Wealth Advisors's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $547K in Q4 2024.
42 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.