WFP
XBJL icon

Welch Financial Planning’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Welch Financial Planning’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 		$1.75M Sell
43,752
-132,851
-75% -$5.25M 1.02% 24
2026
Q1 		$6.71M Buy
176,603
+1,955
+1% +$74.9K 4.83% 7
2025
Q4 		$6.68M Buy
+174,648
New +$6.59M 4.87% 7

Other funds holding XBJL

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Welch Financial Planning's XBJL Position: Q2 2026 in Review

Welch Financial Planning reduced its Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) stake by 75% in Q2 2026, selling an estimated $5.25M and leaving 43,752 shares worth $1.75M. The position accounts for 1.02% of the portfolio, ranked #24.

Welch Financial Planning first reported a position in XBJL in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.71M in Q1 2026. 21 funds tracked by Wall St. Rank hold XBJL as of Q2 2026.

  • Welch Financial Planning held 43,752 shares of Innovator US Equity Accelerated 9 Buffer ETF July worth $1.75M as of Q2 2026.
  • Welch Financial Planning sold 132,851 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q2 2026, an estimated $5.25M.
  • Innovator US Equity Accelerated 9 Buffer ETF July made up 1.02% of Welch Financial Planning's portfolio in Q2 2026, its #24 holding.
  • Welch Financial Planning first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
  • Welch Financial Planning's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $6.71M in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.