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Allworth Financial’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

Allworth Financial’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
2024
Q3 		– Sell
-122
Closed -$3.39K – 3848
2024
Q2 		$3.39K Hold
122
– – ﹤0.01% 2691
2024
Q1 		$3.29K Sell
122
-94
-44% -$2.48K ﹤0.01% 2591
2023
Q4 		$5.57K Hold
216
– – ﹤0.01% 2234
2023
Q3 		$5.35K Sell
216
-232,194
-100% -$5.76M ﹤0.01% 2075
2023
Q2 		$5.71M Buy
+232,410
New +$5.54M 0.05% 156

Other funds holding XBJA

Cetera Investment Advisers
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
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Allworth Financial's XBJA Position: Q3 2024 in Review

Allworth Financial sold out of Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) in Q3 2024, closing a stake of 122 shares — an estimated $3.39K sold.

Allworth Financial first reported a position in XBJA in Q2 2023 and held it in 5 quarters. The position peaked at $5.71M in Q2 2023. 32 funds tracked by Wall St. Rank hold XBJA as of Q3 2024.

  • Allworth Financial reported no remaining Innovator US Equity Accelerated 9 Buffer ETF January position as of Q3 2024 after selling out during the quarter.
  • Allworth Financial sold 122 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q3 2024, an estimated $3.39K.
  • Allworth Financial first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q2 2023 and held it in 5 quarters.
  • Allworth Financial's Innovator US Equity Accelerated 9 Buffer ETF January position peaked at $5.71M in Q2 2023.
  • 32 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q3 2024.

Based on Allworth Financial's 13F filing for Q3 2024, filed 23 Oct 2024.