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

Weaver Consulting 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
Q1 		$2.62M Sell
68,815
-914
-1% -$35K 0.62% 43
2025
Q4 		$2.67M Sell
69,729
-426
-0.6% -$16.1K 0.65% 40
2025
Q3 		$2.63M Sell
70,155
-962
-1% -$35.3K 0.67% 40
2025
Q2 		$2.56M Sell
71,117
-1,461
-2% -$50.3K 0.71% 38
2025
Q1 		$2.46M Sell
72,578
-1,799
-2% -$61.8K 0.74% 36
2024
Q4 		$2.54M Sell
74,377
-16,766
-18% -$569K 0.78% 35
2024
Q3 		$3.05M Sell
91,143
-4,551
-5% -$149K 0.97% 27
2024
Q2 		$3.09M Sell
95,694
-3,366
-3% -$107K 1.08% 23
2024
Q1 		$3.14M Sell
99,060
-1,042
-1% -$32.5K 1.16% 22
2023
Q4 		$3.07M Buy
100,102
+1,917
+2% +$56.2K 1.25% 21
2023
Q3 		$2.79M Buy
98,185
+5,691
+6% +$165K 1.26% 21
2023
Q2 		$2.67M Buy
92,494
+51,235
+124% +$1.44M 1.18% 20
2023
Q1 		$1.13M Sell
41,259
-4,978
-11% -$133K 0.52% 40
2022
Q4 		$1.18M Buy
46,237
+9,680
+26% +$245K 0.6% 36
2022
Q3 		$880K Buy
+36,557
New +$931K 0.51% 42

Other funds holding XBJL

Cetera Investment Advisers
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
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
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return

Weaver Consulting Group's XBJL Position: Q1 2026 in Review

Weaver Consulting Group reduced its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 1.3% in Q1 2026, selling an estimated $35K and leaving 68,815 shares worth $2.62M. The position accounts for 0.62% of the portfolio, ranked #43.

Weaver Consulting Group first reported a position in XBJL in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.14M in Q1 2024. 42 funds tracked by Wall St. Rank hold XBJL as of Q1 2026.

  • Weaver Consulting Group held 68,815 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $2.62M as of Q1 2026.
  • Weaver Consulting Group sold 914 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2026, an estimated $35K.
  • Innovator US Equity Accelerated 9 Buffer ETF July made up 0.62% of Weaver Consulting Group's portfolio in Q1 2026, its #43 holding.
  • Weaver Consulting Group first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q3 2022 and has held it in 15 quarters since.
  • Weaver Consulting Group's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $3.14M in Q1 2024.
  • 42 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.