Mattson Financial Services, LLC XBJL Holdings History
Mattson Financial Services, LLC's Innovator U.S. Equity Accelerated 9 Buffer ETF - July Holding Summary
As of 2025-03-31, Mattson Financial Services, LLC held 133,373.00 shares of Innovator U.S. Equity Accelerated 9 Buffer ETF - July(XBJL), totaling $4.51 Mil. This investment constitutes 1.36% of their stock portfolio, and Mattson Financial Services, LLC now holds 4.23% of the outstanding Innovator U.S. Equity Accelerated 9 Buffer ETF - July(XBJL) stock.
The initial trade took place in 2024Q4. And since then Mattson Financial Services, LLC has made 1 purchases of XBJL, at an average price of $33.94, for a total of 239,254.00 shares. In addition, there have been 1 sales at an average price of $34.38 for 105,881.00 shares. Based on historical transaction data and XBJL's current price of $35.97, Mattson Financial Services, LLC's estimated gain on his XBJL holdings is $317,774.96, reflecting a 3.91% gain to date.
Mattson Financial Services, LLC XBJL ($35.97) Holding Chart
Mattson Financial Services, LLC XBJL ($35.97) 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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