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

Blue Bell Private 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	$6.18M	Sell	182,957 -993	-0.5%	-$32.9K	0.77%	24
2026 Q1	$5.75M	Buy	183,950 +96,439	+110%	+$3.08M	0.83%	21
2025 Q4	$2.8M	Sell	87,511 -1,523	-2%	-$48.1K	0.41%	41
2025 Q3	$2.79M	Sell	89,034 -454	-0.5%	-$14K	0.42%	38
2025 Q2	$2.7M	Sell	89,488 -29	-0%	-$831	0.45%	36
2025 Q1	$2.53M	Sell	89,517 -193	-0.2%	-$5.58K	0.48%	37
2024 Q4	$2.58M	Sell	89,710 -1,238	-1%	-$35.3K	0.49%	36
2024 Q3	$2.58M	Sell	90,948 -1,747	-2%	-$48.7K	0.49%	36
2024 Q2	$2.57M	Sell	92,695 -671	-0.7%	-$18.2K	0.53%	32
2024 Q1	$2.52M	Sell	93,366 -509	-0.5%	-$13.4K	0.54%	29
2023 Q4	$2.42M	Sell	93,875 -435	-0.5%	-$11K	0.58%	30
2023 Q3	$2.34M	Sell	94,310 -2,146	-2%	-$53.2K	0.63%	28
2023 Q2	$2.37M	Buy	96,456 +9,584	+11%	+$228K	0.63%	27
2023 Q1	$2.03M	Buy	+86,872	New	+$1.98M	0.61%	24

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Blue Bell Private Wealth Management's XBJA Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) stake by 0.54% in Q2 2026, selling an estimated $32.9K and leaving 182,957 shares worth $6.18M. The position accounts for 0.77% of the portfolio, ranked #24.

Blue Bell Private Wealth Management first reported a position in XBJA in Q1 2023 and has held it in 14 quarters since. 45 funds tracked by Wall St. Rank hold XBJA as of Q2 2026.

Blue Bell Private Wealth Management held 182,957 shares of Innovator US Equity Accelerated 9 Buffer ETF January worth $6.18M as of Q2 2026.
Blue Bell Private Wealth Management sold 993 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q2 2026, an estimated $32.9K.
Innovator US Equity Accelerated 9 Buffer ETF January made up 0.77% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #24 holding.
Blue Bell Private Wealth Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q1 2023 and has held it in 14 quarters since.
45 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.