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 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 $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

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Blue Bell Private Wealth Management's XBJA Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) stake by 110% in Q1 2026, buying an estimated $3.08M and bringing the position to 183,950 shares worth $5.75M. The position accounts for 0.83% of the portfolio, ranked #21.

Blue Bell Private Wealth Management first reported a position in XBJA in Q1 2023 and has held it in 13 quarters since. 45 funds tracked by Wall St. Rank hold XBJA as of Q1 2026.

Blue Bell Private Wealth Management held 183,950 shares of Innovator US Equity Accelerated 9 Buffer ETF January worth $5.75M as of Q1 2026.
Blue Bell Private Wealth Management bought 96,439 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q1 2026, an estimated $3.08M.
Innovator US Equity Accelerated 9 Buffer ETF January made up 0.83% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #21 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 13 quarters since.
45 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.