Bank of Montreal’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

Bank of Montreal’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	$31.3K	Hold	1,000	–	–	﹤0.01%	3395
2025 Q4	$32K	Hold	1,000	–	–	﹤0.01%	3278
2025 Q3	$31.3K	Hold	1,000	–	–	﹤0.01%	3209
2025 Q2	$30.1K	Hold	1,000	–	–	﹤0.01%	3228
2025 Q1	$28.2K	Hold	1,000	–	–	﹤0.01%	3160
2024 Q4	$28.8K	Hold	1,000	–	–	﹤0.01%	3204
2024 Q3	$28.3K	Sell	1,000 -2,000	-67%	-$55.8K	﹤0.01%	3527
2024 Q2	$83.1K	Hold	3,000	–	–	﹤0.01%	3295
2024 Q1	$81K	Buy	3,000 +1,000	+50%	+$26.4K	﹤0.01%	3336
2023 Q4	$51.5K	Sell	2,000 -1,250	-38%	-$31.6K	﹤0.01%	3552
2023 Q3	$81.4K	Hold	3,250	–	–	﹤0.01%	3330
2023 Q2	$80K	Hold	3,250	–	–	﹤0.01%	3501
2023 Q1	$75.8K	Buy	+3,250	New	+$74.1K	﹤0.01%	3297
2022 Q2	–	Sell	-1,000	Closed	-$24K	–	4497
2022 Q1	$24K	Buy	+1,000	New	+$23.8K	﹤0.01%	3907

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 $692M AUM 32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $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 $79.5B AUM 27.1% 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 $888M AUM 32.21% 1-Year Est. Return

Bank of Montreal's XBJA Position: Q1 2026 in Review

Bank of Montreal held its Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) position steady in Q1 2026 at 1,000 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3395.

Bank of Montreal first reported a position in XBJA in Q1 2022 and has held it in 14 quarters since. The position peaked at $83.1K in Q2 2024. 45 funds tracked by Wall St. Rank hold XBJA as of Q1 2026.

Bank of Montreal held 1,000 shares of Innovator US Equity Accelerated 9 Buffer ETF January worth $31.3K as of Q1 2026.
Bank of Montreal left its Innovator US Equity Accelerated 9 Buffer ETF January share count unchanged in Q1 2026.
Innovator US Equity Accelerated 9 Buffer ETF January made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3395 holding.
Bank of Montreal first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q1 2022 and has held it in 14 quarters since.
Bank of Montreal's Innovator US Equity Accelerated 9 Buffer ETF January position peaked at $83.1K in Q2 2024.
45 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.