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 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 $94B AUM 20.14% 1-Year Est. Return

SFP

Sterling Financial Planning Sparta, New Jersey $337M AUM 19.27% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

AE Wealth Management's XBJA Position: Q1 2026 in Review

AE Wealth Management reduced its Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) stake by 9.5% in Q1 2026, selling an estimated $1.89K and leaving 561 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2181.

AE Wealth Management first reported a position in XBJA in Q4 2024 and has held it in 6 quarters since. The position peaked at $147K in Q4 2024. 45 funds tracked by Wall St. Rank hold XBJA as of Q1 2026.

AE Wealth Management held 561 shares of Innovator US Equity Accelerated 9 Buffer ETF January worth $17.5K as of Q1 2026.
AE Wealth Management sold 59 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q1 2026, an estimated $1.89K.
Innovator US Equity Accelerated 9 Buffer ETF January made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2181 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 6 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 Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.