Inn US Eq Acc 9 Buff JulyXBJLETF

13F holders, Q3 2024 (September 30)
39holders +9
11new positions
3sold out
$33.48avg. 13F price*

At the end of Q3 2024, 39 institutions reported holding Inn US Eq Acc 9 Buff July (XBJL) in their 13F filings, up 9 from Q2 2024. 11 opened new positions and 3 sold out. The largest holders were Gradient Investments LLC ($70.7M), Cetera Investment Advisers ($12.9M) and Brown Financial Advisors ($8.0M).

Company
Inn US Eq Acc 9 Buff July
Filed as
INNOVATOR ETFS TRUST (Q3 2024)
CUSIP
45783Y889
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 31Q1 2024Q2 2024: 30Q2 2024Q3 2024: 39Q3 2024Q4 2024: 42Q4 2024Q1 2025: 48Q1 2025Q2 2025: 45Q2 2025Q3 2025: 51Q3 2025Q4 2025: 52Q4 2025Q1 2026: 43Q1 2026Q2 2026: 41Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions11$85.1M
Exits3$1.7M

All 13F filers, Q2 2024 → Q3 2024: 2,676,411 shares bought and 64,370 shares sold, net +2,612,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 39 holders

Gradient Investments LLC 1.47% New 2,111,493 $70.7M
Cetera Investment Advisers 0.03% Add +1.4% 386,141 $12.9M
Brown Financial Advisors 3.29% New 238,476 $8.0M
HighTower Advisors, LLC 0.01% New 117,923 $3.9M
Weaver Consulting Group 0.97% Reduce -4.8% 91,143 $3.1M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -4.2% 84,552 $2.8M
Osaic Holdings, Inc. 0.01% Add +33.2% 83,470 $2.8M
Old Mission Capital LLC 0.06% Add +245.5% 79,131 $2.6M
Blue Bell Private Wealth Management, LLC 0.48% Reduce -0.8% 75,066 $2.5M
Chicago Partners Investment Group LLC 0.08% Add +0.9% 64,045 $2.2M
Centaurus Financial, Inc. 0.14% Add +14.7% 63,864 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.7% 63,351 $2.1M
Susquehanna International Group, LLP 0.00% Add +34.3% 61,893 $2.1M
Snowden Capital Advisors LLC 0.05% Reduce -3.1% 48,879 $1.6M
Paladin Wealth, LLC 1.27% — 43,507 $1.5M
Kestra Advisory Services, LLC 0.01% Add +23.5% 32,555 $1.1M
First Commonwealth Financial Corp 0.21% Add +2.3% 26,259 $879K
Commonwealth Equity Services, LLC 0.00% Add +3.1% 25,667 $859K
Crosspoint Financial, LLC 2.56% New 22,250 $745K
Orion Capital Management LLC 0.31% Add +4.3% 18,816 $630K
Millington Financial Advisors, LLC 0.39% New 18,748 $628K
Steward Partners Investment Advisory, LLC 0.01% Add +5.0% 16,424 $550K
Visionary Wealth Advisors 0.03% Add +10.0% 16,011 $536K
WorthPointe, LLC 0.22% Add +131.2% 15,837 $530K
Encompass More Asset Management 0.17% New 13,541 $453K
Evolution Wealth Advisors, LLC 0.08% No change 12,430 $416K
Cambridge Advisors Inc. 0.09% Reduce -0.2% 12,310 $412K
Cwm, LLC 0.00% Add +4888.3% 8,131 $272K
Sunbelt Securities, Inc. 0.03% No change 7,927 $265K
Diligent Investors, LLC 0.05% No change 6,800 $228K
Global Trust Asset Management, LLC 0.07% No change 6,015 $201K
Stratos Wealth Partners, LTD. 0.00% New 6,012 $201K
CoreCap Advisors, LLC 0.01% New 5,440 $182K
DHJJ Financial Advisors, Ltd. 0.06% No change 4,886 $164K
Barclays PLC 0.00% New 4,453 $149K
IFP Advisors, Inc 0.00% New 2,300 $77K
Clear Point Advisors Inc. 0.05% No change 1,900 $64K
Royal Bank of Canada 0.00% New 950 $32K
Woodard & Co. Asset Management Group Inc. 0.01% Add +50.0% 900 $30K

"% of holder's portfolio" is XBJL's weight in each manager's 13F, not the share of Inn US Eq Acc 9 Buff July the manager owns.