Number of Shares
1.09 Mil
Current Holdings Value*
$39.31 Mil
% of Portfolio
0.72%
Total Estimate Gain
$3.49 Mil
% of Total Estimate Gain
3.26%

Gradient Investments LLC's Innovator U.S. Equity Accelerated 9 Buffer ETF - July Holding Summary

As of 2025-06-30, Gradient Investments LLC held 1.09 Mil shares of Innovator U.S. Equity Accelerated 9 Buffer ETF - July(XBJL), totaling $39.31 Mil. This investment constitutes 0.72% of their stock portfolio, and Gradient Investments LLC now holds 34.68% of the outstanding Innovator U.S. Equity Accelerated 9 Buffer ETF - July(XBJL) stock.

The initial trade took place in 2024Q4. And since then Gradient Investments LLC has made 1 purchases of XBJL, at an average price of $33.94, for a total of 3.15 Mil shares. In addition, there have been 2 sales at an average price of $34.40 for 2.06 Mil shares. Based on historical transaction data and XBJL's current price of $36.26, Gradient Investments LLC's estimated gain on his XBJL holdings is $3.49 Mil, reflecting a 3.26% gain to date.

Gradient Investments LLC XBJL ($36.26) Holding Chart

Gradient Investments LLC XBJL ($36.26) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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