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Woodard & Company Asset Management Group’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Woodard & Company Asset Management 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
Q2 		– Sell
-1,670
Closed -$63.5K – 182
2026
Q1 		$63.5K Hold
1,670
– – 0.01% 132
2025
Q4 		$63.9K Sell
1,670
-400
-19% -$15.1K 0.01% 131
2025
Q3 		$77.5K Buy
2,070
+875
+73% +$32.1K 0.01% 118
2025
Q2 		$43K Buy
1,195
+495
+71% +$17K 0.01% 119
2025
Q1 		$23.7K Sell
700
-200
-22% -$6.88K ﹤0.01% 122
2024
Q4 		$30.7K Hold
900
– – 0.01% 110
2024
Q3 		$30.1K Buy
900
+300
+50% +$9.81K 0.01% 104
2024
Q2 		$19.3K Buy
+600
New +$19.2K ﹤0.01% 108

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
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 22.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Woodard & Company Asset Management Group's XBJL Position: Q2 2026 in Review

Woodard & Company Asset Management Group sold out of Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q2 2026, closing a stake of 1,670 shares — an estimated $63.5K sold.

Woodard & Company Asset Management Group first reported a position in XBJL in Q2 2024 and held it in 8 quarters. The position peaked at $77.5K in Q3 2025. 19 funds tracked by Wall St. Rank hold XBJL as of Q2 2026.

  • Woodard & Company Asset Management Group reported no remaining Innovator US Equity Accelerated 9 Buffer ETF July position as of Q2 2026 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 1,670 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q2 2026, an estimated $63.5K.
  • Woodard & Company Asset Management Group first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q2 2024 and held it in 8 quarters.
  • Woodard & Company Asset Management Group's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $77.5K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.