Inn US Eq Acc 9 Buff JulyXBJLETF
13F holders, Q4 2024 (December 31)42holders +3
7new positions
6sold out
$34.11avg. 13F price*
At the end of Q4 2024, 42 institutions reported holding Inn US Eq Acc 9 Buff July (XBJL) in their 13F filings, up 3 from Q3 2024. 7 opened new positions and 6 sold out. The largest holders were Gradient Investments LLC ($107.6M), Cetera Investment Advisers ($13.2M) and Brown Financial Advisors ($8.8M).
- Company
- Inn US Eq Acc 9 Buff July
- Filed as
- INNOVATOR ETFS TRUST (Q4 2024)
- CUSIP
- 45783Y889
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $9.6M |
| Exits | 6 | $5.6M |
All 13F filers, Q3 2024 → Q4 2024: 1,399,491 shares bought and 246,946 shares sold, net +1,152,545 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Gradient Investments LLC | 2.18% | Add +49.3% | 3,152,690 | $107.6M |
| Cetera Investment Advisers | 0.03% | Add +0.0% | 386,143 | $13.2M |
| Brown Financial Advisors | 3.55% | Add +8.5% | 258,754 | $8.8M |
| Mattson Financial Services, LLC | 2.55% | New | 239,254 | $8.0M |
| HighTower Advisors, LLC | 0.01% | No change | 117,923 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Add +11.4% | 92,999 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.5% | 83,297 | $2.8M |
| Blue Bell Private Wealth Management, LLC | 0.49% | Reduce -0.1% | 74,959 | $2.6M |
| Weaver Consulting Group | 0.78% | Reduce -18.4% | 74,377 | $2.5M |
| Paladin Wealth, LLC | 1.87% | Add +45.9% | 63,486 | $2.2M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -4.4% | 61,235 | $2.1M |
| Centaurus Financial, Inc. | 0.13% | Reduce -4.7% | 60,877 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.9% | 40,938 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -28.2% | 35,079 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.1% | 32,900 | $1.1M |
| First Commonwealth Financial Corp | 0.21% | Reduce -1.4% | 25,898 | $884K |
| Millington Financial Advisors, LLC | 0.46% | Add +23.1% | 23,072 | $798K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.4% | 23,007 | $786K |
| Encompass More Asset Management | 0.25% | Add +63.8% | 22,178 | $757K |
| Jane Street Group, LLC | 0.00% | New | 21,173 | $723K |
| GWN Securities Inc. | 0.16% | — | 17,468 | $596K |
| Cwm, LLC | 0.00% | Add +104.6% | 16,639 | $568K |
| Visionary Wealth Advisors | 0.03% | No change | 16,011 | $547K |
| WorthPointe, LLC | 0.22% | No change | 15,837 | $541K |
| Orion Capital Management LLC | 0.20% | Reduce -30.5% | 13,075 | $446K |
| Evolution Wealth Advisors, LLC | 0.07% | No change | 12,430 | $424K |
| AE Wealth Management LLC | 0.00% | New | 8,006 | $273K |
| Sunbelt Securities, Inc. | 0.02% | No change | 7,927 | $271K |
| Wolverine Trading, LLC | 0.01% | New | 7,759 | $265K |
| Envestnet Asset Management Inc. | 0.00% | New | 7,702 | $263K |
| Diligent Investors, LLC | 0.05% | No change | 6,800 | $232K |
| Global Trust Asset Management, LLC | 0.08% | No change | 6,015 | $205K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 6,012 | $205K |
| DHJJ Financial Advisors, Ltd. | 0.07% | No change | 4,886 | $167K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -78.7% | 3,505 | $120K |
| IFP Advisors, Inc | 0.00% | No change | 2,300 | $79K |
| BlackRock, Inc. | 0.00% | New | 1,984 | $68K |
| Royal Bank of Canada | 0.00% | No change | 950 | $32K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | No change | 900 | $31K |
| UBS Group AG | 0.00% | New | 814 | $28K |
| Luminist Capital LLC | 0.01% | — | 174 | $6K |
| Ameriflex Group, Inc. | 0.00% | — | 115 | $4K |
"% 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.