Allworth Financial LP Innovator Etfs Tr Us Equity Ac Transaction History

Allworth Financial LP

$20.2 Billion
Q2 2025

A detailed history of Allworth Financial LP transactions in Innovator Etfs Tr Us Equity Ac stock. As of the latest transaction made, Allworth Financial LP holds 507 shares of XBJL stock, worth $18,870. This represents 0.0% of its overall portfolio holdings.

Number of Shares

507

Holding current value

$18,870

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 07, 2025	BUY	$30.83 - $35.99 $15,630 - $18,246	507 New	507 $18,000
Q3 2023 Oct 31, 2023	BUY	$28.39 - $29.33 $118,925 - $122,863	4,189 New	4,189 $118,000

Others Institutions Holding XBJL

# of Institutions

Shares Held

2.78M

Call Options Held

Put Options Held

Gradient Investments LLC

1.1M
Shares

$41 Million
0.88% of portfolio
Cetera Investment Advisers Schaumburg, IL

331K
Shares

$12.3 Million
0.02% of portfolio
Mattson Financial Services, LLC Kentwood, MI

125K
Shares

$4.66 Million
1.12% of portfolio
High Tower Advisors, LLC Chicago, IL

118K
Shares

$4.4 Million
0.01% of portfolio
Brown Financial Advisors Milford, OH

116K
Shares

$4.31 Million
1.63% of portfolio

View Full List

About INNOVATOR ETFS TR US EQUITY AC

Ticker XBJL

More about XBJL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Account