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Arkadios Wealth Advisors’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

Arkadios Wealth Advisors’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
Q4 		– Sell
-8,596
Closed -$244K – 1001
2024
Q3 		$244K Sell
8,596
-118
-1% -$3.29K 0.01% 781
2024
Q2 		$241K Hold
8,714
– – 0.02% 708
2024
Q1 		$235K Buy
+8,714
New +$230K 0.02% 609

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
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
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
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Arkadios Wealth Advisors's XBJA Position: Q4 2024 in Review

Arkadios Wealth Advisors sold out of Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) in Q4 2024, closing a stake of 8,596 shares — an estimated $244K sold.

Arkadios Wealth Advisors first reported a position in XBJA in Q1 2024 and held it in 3 quarters. The position peaked at $244K in Q3 2024. 38 funds tracked by Wall St. Rank hold XBJA as of Q4 2024.

  • Arkadios Wealth Advisors reported no remaining Innovator US Equity Accelerated 9 Buffer ETF January position as of Q4 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 8,596 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q4 2024, an estimated $244K.
  • Arkadios Wealth Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q1 2024 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Innovator US Equity Accelerated 9 Buffer ETF January position peaked at $244K in Q3 2024.
  • 38 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q4 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.