AE Wealth Management’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

AE Wealth Management’s Portfolio XBJA Stock Details XBJA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19K	Hold	561	–	–	﹤0.01%	2267
2026 Q1	$17.5K	Sell	561 -59	-10%	-$1.89K	﹤0.01%	2181
2025 Q4	$19.8K	Sell	620 -106	-15%	-$3.35K	﹤0.01%	2031
2025 Q3	$22.7K	Buy	726 +160	+28%	+$4.92K	﹤0.01%	1878
2025 Q2	$17.1K	Sell	566 -1,035	-65%	-$29.6K	﹤0.01%	1795
2025 Q1	$45.2K	Sell	1,601 -3,510	-69%	-$102K	﹤0.01%	1603
2024 Q4	$147K	Buy	+5,111	New	+$146K	﹤0.01%	1341

Other funds holding XBJA

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SFP

Sterling Financial Planning Sparta, New Jersey $368M AUM 22.51% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

AE Wealth Management's XBJA Position: Q2 2026 in Review

AE Wealth Management held its Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) position steady in Q2 2026 at 561 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #2267.

AE Wealth Management first reported a position in XBJA in Q4 2024 and has held it in 7 quarters since. The position peaked at $147K in Q4 2024. 45 funds tracked by Wall St. Rank hold XBJA as of Q2 2026.

AE Wealth Management held 561 shares of Innovator US Equity Accelerated 9 Buffer ETF January worth $19K as of Q2 2026.
AE Wealth Management left its Innovator US Equity Accelerated 9 Buffer ETF January share count unchanged in Q2 2026.
Innovator US Equity Accelerated 9 Buffer ETF January made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2267 holding.
AE Wealth Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q4 2024 and has held it in 7 quarters since.
AE Wealth Management's Innovator US Equity Accelerated 9 Buffer ETF January position peaked at $147K in Q4 2024.
45 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.