XBJL

Inn Us Eq Acc 9 Buff July

Latest period2026 - Q1Total superinvestors42

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 42 superinvestors own shares of Inn Us Eq Acc 9 Buff July (XBJL), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Inn Us Eq Acc 9 Buff July (XBJL), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Inn Us Eq Acc 9 Buff July (XBJL) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Inn Us Eq Acc 9 Buff July (XBJL) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Kristy Haley@Cetera Investment Advisers
Recent Activity
Decreased -2.86%
0.01%
$9.398M
247,207 shares@ 38.02 avg price
Lisa Cowan@Welch Financial Planning, Llc
Recent Activity
Increased 1.12%
4.83%
$6.714M
176,603 shares@ 38.02 avg price
Gary Davis, Jr.@Hightower Advisors, Llc
Recent Activity
Decreased -4.2%
0.01%
$4.808M
126,466 shares@ 38.02 avg price
Lindsay Marie Rider@Millington Financial Advisors, Llc
Recent Activity
Increased 96.93%
2.04%
$4.841M
122,928 shares@ 39.39 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Decreased -14.87%
0.01%
$3.328M
87,540 shares@ 38.02 avg price
Justin Capetola@Blue Bell Private Wealth Management, Llc
Recent Activity
Decreased -3.48%
0.46%
$3.169M
83,365 shares@ 38.02 avg price
Travis J Weaver@Weaver Consulting Group
Recent Activity
Decreased -1.31%
0.63%
$2.616M
68,815 shares@ 38.02 avg price
Rich Mowrer@Brookwood Investment Group Llc
Recent Activity
Increased 3.63%
0.22%
$1.726M
45,395 shares@ 38.02 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 5.14%
0.02%
$1.557M
40,948 shares@ 38.02 avg price
James Hagedorn@Chicago Partners Investment Group Llc
Recent Activity
0.04%
$1.564M
39,804 shares@ 39.31 avg price

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