WorthPointe’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

WorthPointe’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	–	Sell	-6,739	Closed	-$258K	–	139
2025 Q4	$258K	Hold	6,739	–	–	0.07%	116
2025 Q3	$252K	Hold	6,739	–	–	0.09%	89
2025 Q2	$242K	Sell	6,739 -9,053	-57%	-$312K	0.1%	84
2025 Q1	$534K	Sell	15,792 -45	-0.3%	-$1.55K	0.24%	48
2024 Q4	$541K	Hold	15,837	–	–	0.22%	45
2024 Q3	$530K	Buy	15,837 +8,987	+131%	+$294K	0.22%	43
2024 Q2	$221K	Buy	6,850 +387	+6%	+$12.4K	0.1%	67
2024 Q1	$205K	Buy	+6,463	New	+$201K	0.1%	65

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

WorthPointe's XBJL Position: Q1 2026 in Review

WorthPointe sold out of Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q1 2026, closing a stake of 6,739 shares — an estimated $258K sold.

WorthPointe first reported a position in XBJL in Q1 2024 and held it in 8 quarters. The position peaked at $541K in Q4 2024. 42 funds tracked by Wall St. Rank hold XBJL as of Q1 2026.

WorthPointe reported no remaining Innovator US Equity Accelerated 9 Buffer ETF July position as of Q1 2026 after selling out during the quarter.
WorthPointe sold 6,739 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2026, an estimated $258K.
WorthPointe first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q1 2024 and held it in 8 quarters.
WorthPointe's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $541K 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 WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.