Wealth Enhancement Advisory Services’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Wealth Enhancement Advisory Services’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 Q2	$1.02M	Hold	25,442	–	–	﹤0.01%	2057
2026 Q1	$971K	Sell	25,442 -30,611	-55%	-$1.17M	﹤0.01%	1825
2025 Q4	$2.15M	Hold	56,053	–	–	﹤0.01%	1469
2025 Q3	$2.1M	Buy	56,053 +475	+0.9%	+$17.4K	﹤0.01%	1404
2025 Q2	$2.01M	Sell	55,578 -17,177	-24%	-$592K	﹤0.01%	1346
2025 Q1	$2.46M	Sell	72,755 -10,542	-13%	-$362K	﹤0.01%	1145
2024 Q4	$2.84M	Sell	83,297 -1,255	-1%	-$42.6K	0.01%	1019
2024 Q3	$2.83M	Sell	84,552 -3,657	-4%	-$120K	0.01%	925
2024 Q2	$2.84M	Buy	88,209 +9,875	+13%	+$315K	0.01%	869
2024 Q1	$2.48M	Sell	78,334 -11,581	-13%	-$361K	0.01%	872
2023 Q4	$2.75M	Sell	89,915 -7,940	-8%	-$233K	0.01%	790
2023 Q3	$2.78M	Buy	+97,855	New	+$2.83M	0.01%	750

Other funds holding XBJL

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

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GTWM

Global Trust Wealth Management West Palm Beach, Florida $145M AUM

Wealth Enhancement Advisory Services's XBJL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services held its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) position steady in Q2 2026 at 25,442 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

Wealth Enhancement Advisory Services first reported a position in XBJL in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.84M in Q4 2024. 16 funds tracked by Wall St. Rank hold XBJL as of Q2 2026.

Wealth Enhancement Advisory Services held 25,442 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $1.02M as of Q2 2026.
Wealth Enhancement Advisory Services left its Innovator US Equity Accelerated 9 Buffer ETF July share count unchanged in Q2 2026.
Innovator US Equity Accelerated 9 Buffer ETF July made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2057 holding.
Wealth Enhancement Advisory Services first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $2.84M in Q4 2024.
16 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.