XBJL β€” INNOVATOR ETFS TR

Ownership history in Diligent Investors, LLC  Β·  10 quarters on record

AI Ownership Summary

Diligent Investors, LLC reported INNOVATOR ETFS TR (XBJL) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2025 Q3. The latest visible filing shows XBJL at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XBJL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Diligent Investors, LLC's position in INNOVATOR ETFS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XBJL was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Diligent Investors, LLC held XBJL β€” position size vs. price
% of Fund (quarterly)    XBJL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 6,800 β€” 0% 0.06% $259K 2026-04-15 $39.19
2025 Q4 UNCHANGED 6,800 β€” 0% 0.06% $260K 2026-01-23 $38.47
2025 Q3 UNCHANGED 6,800 β€” 0% 0.06% $255K 2025-11-14 $37.54
2025 Q2 UNCHANGED 6,800 β€” 0% 0.06% $245K 2025-07-22 $36.28
2025 Q1 UNCHANGED 6,800 β€” 0% 0.06% $230K 2025-04-10 $32.28
2024 Q4 UNCHANGED 6,800 β€” 0% 0.05% $232K 2025-02-14 $34.87
2024 Q3 UNCHANGED 6,800 β€” 0% 0.05% $228K 2024-11-01 $33.47
2024 Q2 UNCHANGED 6,800 β€” 0% 0.05% $219K 2024-07-15 $32.77
2024 Q1 UNCHANGED 6,800 β€” 0% 0.05% $216K 2024-05-06 $31.92
2023 Q4 INITIATED 6,800 β€” β€” 0.06% $208K 2024-01-10 $30.68

FAQ About Diligent Investors, LLC and XBJL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Diligent Investors, LLC reported owning XBJL?

Diligent Investors, LLC reported XBJL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XBJL position in Diligent Investors, LLC's portfolio?

The largest reported portfolio weight for XBJL was 0.06% in 2025 Q3.

What is the latest reported XBJL position on this page?

The most recent filing on this page is 2026 Q1, when Diligent Investors, LLC reported 6,800 shares, equal to 0.06% of portfolio, with an estimated market value of $259K.

What does the chart on this XBJL ownership page compare?

The chart compares Diligent Investors, LLC's quarterly XBJL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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