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Innovator U.S. Equity Accelerated 9 Buffer ETF - July (XBJL) Institutional Ownership

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+0.07 (+0.22%)
(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Accelerated 9 Buffer ETF - July (BATS:XBJL)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$25.29M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$2.54M
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XBJL Institutional Buying and Selling by Quarter

Innovator U.S. Equity Accelerated 9 Buffer ETF - July Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024 Cambridge Investment Research Advisors Inc.93,712$2.97M0.0%-16.7%3.905%
4/24/2024 Blue Bell Private Wealth Management LLC76,071$2.41M0.5%-1.1%3.170%
4/16/2024 Weaver Consulting Group99,060$3.14M1.2%-1.0%4.128%
4/16/2024 Cambridge Advisors Inc.12,555$398K0.1%-4.6%0.523%
4/16/2024 Wealth Enhancement Advisory Services LLC78,334$2.48M0.0%-12.9%3.264%
4/15/2024 Brookstone Capital Management9,301$295K0.0%+8.1%0.388%
4/15/2024 Sunbelt Securities Inc.8,852$281K0.0%-53.5%0.369%
2/26/2024Centaurus Financial Inc.91,077$2.79M0.2%-0.4%3.411%
2/13/2024Cetera Advisor Networks LLC211,602$6.48M0.0%-2.4%7.925%
2/12/2024Steward Partners Investment Advisory LLC13,185$404K0.0%+16.7%0.494%
2/9/2024 Cambridge Investment Research Advisors Inc.112,442$3.44M0.0%-16.3%4.211%
2/7/2024 Arlington Capital Management Inc.22,719$696K0.6%N/A0.851%
2/6/2024Orion Capital Management LLC18,398$563K0.3%+21.8%0.689%
2/1/2024Millington Financial Advisors LLC34,140$1.05M0.8%+19.6%1.279%
1/25/2024 Blue Bell Private Wealth Management LLC76,929$2.36M0.6%-1.4%2.881%
1/24/2024Arkadios Wealth Advisors7,762$238K0.0%N/A0.291%
1/22/2024 Weaver Consulting Group100,102$3.07M1.2%+2.0%3.749%
1/11/2024 Brookstone Capital Management8,607$264K0.0%+21.7%0.322%
1/11/2024Diligent Investors LLC6,800$208K0.1%N/A0.255%
1/5/2024WealthPLAN Partners LLC193,844$5.94M0.6%+5.0%7.260%
11/16/2023Orion Capital Management LLC15,105$429K0.3%-7.5%0.566%
11/15/2023WealthPlan Investment Management LLC184,551$5.24M0.6%N/A6.912%
11/13/2023Visionary Wealth Advisors14,561$414K0.0%N/A0.545%
11/13/2023Kestra Advisory Services LLC26,270$746K0.0%+38.2%0.984%
11/2/2023Millington Financial Advisors LLC28,546$811K0.7%+15.5%1.069%
11/2/2023WealthPlan Investment Management LLC184,551$5.24M0.6%N/A6.912%
10/31/2023 Allworth Financial LP4,189$119K0.0%N/A0.157%
10/30/2023 Blue Bell Private Wealth Management LLC78,013$2.22M0.6%+71.7%2.922%
10/24/2023 Cambridge Investment Research Advisors Inc.134,393$3.82M0.0%+48.7%5.033%
10/23/2023Commonwealth Equity Services LLC104,717$2.97M0.0%+488.6%3.922%
10/18/2023 Cambridge Advisors Inc.13,155$374K0.1%+45.4%0.493%
10/13/2023 Weaver Consulting Group98,185$2.79M1.3%+6.2%3.677%
10/12/2023 Global Trust Asset Management LLC6,015$171K0.1%N/A0.225%
10/11/2023AE Wealth Management LLC7,145$203K0.0%N/A0.268%
10/10/2023 DHJJ Financial Advisors Ltd.4,886$139K0.1%N/A0.183%
8/14/2023Snowden Capital Advisors LLC46,442$1.34M0.0%N/A1.739%
8/11/2023Kestra Advisory Services LLC19,005$549K0.0%-5.0%0.712%
8/10/2023Osaic Holdings Inc.90,372$2.61M0.0%+3.9%3.385%
8/10/2023Cetera Investment Advisers163,562$4.72M0.0%+5.5%6.126%
8/8/2023 Blue Bell Private Wealth Management LLC45,447$1.31M0.3%-13.4%1.702%
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8/8/2023Millington Financial Advisors LLC24,714$714K0.6%+22.1%0.926%
8/8/2023 Chicago Partners Investment Group LLC61,197$1.78M0.1%-2.2%2.292%
8/8/2023Orion Capital Management LLC16,330$472K0.3%N/A0.612%
8/2/2023Bank of Montreal Can8,250$238K0.0%N/A0.309%
7/19/2023 Weaver Consulting Group92,494$2.67M1.2%+124.2%7.708%
7/13/2023 Cambridge Investment Research Advisors Inc.90,383$2.61M0.0%N/A7.532%
5/8/2023 Blue Bell Private Wealth Management LLC52,488$1.44M0.4%+1.6%4.374%
4/11/2023 Weaver Consulting Group41,259$1.13M0.5%-10.8%3.301%
3/6/2023OLD Mission Capital LLC29,578$758K0.0%-76.3%0.000%
2/10/2023Advisor Group Holdings Inc.78,944$2.02M0.0%+24.8%0.000%
2/8/2023 Sunbelt Securities Inc.17,953$460K0.1%-89.1%0.000%
2/8/2023Millington Financial Advisors LLC14,557$373K0.4%N/A0.000%
2/7/2023Commonwealth Equity Services LLC8,388$214K0.0%-52.0%0.000%
2/3/2023 Blue Bell Private Wealth Management LLC51,673$1.32M0.4%+0.8%0.000%
2/1/2023Bank of Montreal Can8,250$217K0.0%+33.1%0.000%
1/31/2023Kestra Advisory Services LLC20,010$513K0.0%+17.6%0.000%
1/11/2023 Sound Income Strategies LLC1,027$26K0.0%N/A0.000%
1/9/2023 Weaver Consulting Group46,237$1.19M0.6%+26.5%0.000%
1/1/2023 Sunbelt Securities Inc.164,602$3.96M0.8%N/A0.000%
(Data available from 1/1/2016 forward)

XBJL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XBJL shares?

During the previous two years, 32 institutional investors and hedge funds held shares of Innovator U.S. Equity Accelerated 9 Buffer ETF - July. The most heavily invested institutionals were Cetera Advisor Networks LLC ($6.48M), WealthPLAN Partners LLC ($5.94M), WealthPlan Investment Management LLC ($5.24M), Cetera Investment Advisers ($4.72M), Weaver Consulting Group ($3.14M), Commonwealth Equity Services LLC ($2.97M), and Cambridge Investment Research Advisors Inc. ($2.97M).Learn more on XBJL's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Accelerated 9 Buffer ETF - July stock?

Of the 27 institutional investors that purchased Innovator U.S. Equity Accelerated 9 Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: WealthPlan Investment Management LLC ($369.10K), Sunbelt Securities Inc. ($164.60K), Cambridge Investment Research Advisors Inc. ($134.39K), Commonwealth Equity Services LLC ($86.93K), Weaver Consulting Group ($68.52K), Snowden Capital Advisors LLC ($46.44K), and Blue Bell Private Wealth Management LLC ($33.78K).

How much institutional buying is happening at Innovator U.S. Equity Accelerated 9 Buffer ETF - July?

Institutional investors have bought a total of 1,092,666 shares in the last 24 months. This purchase volume represents approximately $30.44M in transactions.

Which Innovator U.S. Equity Accelerated 9 Buffer ETF - July major shareholders have been selling company stock?

Of the 13 institutional investors that sold Innovator U.S. Equity Accelerated 9 Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sunbelt Securities Inc. ($156.83K), OLD Mission Capital LLC ($95.11K), Cambridge Investment Research Advisors Inc. ($40.68K), Wealth Enhancement Advisory Services LLC ($11.58K), Commonwealth Equity Services LLC ($9.07K), Blue Bell Private Wealth Management LLC ($8.98K), and Weaver Consulting Group ($6.02K).

How much institutional selling is happening at Innovator U.S. Equity Accelerated 9 Buffer ETF - July?

Institutional investors have sold a total of 337,963 shares in the last 24 months. This volume of shares sold represents approximately $9.11M in transactions.


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This page (BATS:XBJL) was last updated on 4/29/2024 by MarketBeat.com Staff

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