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Brookwood Investment Group’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

Brookwood Investment Group’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 		$1.69M Buy
54,179
+1,937
+4% +$61.9K 0.21% 110
2025
Q4 		$1.67M Buy
52,242
+311
+0.6% +$9.83K 0.2% 95
2025
Q3 		$1.63M Buy
51,931
+1,149
+2% +$35.3K 0.21% 87
2025
Q2 		$1.53M Buy
50,782
+5,563
+12% +$159K 0.25% 71
2025
Q1 		$1.28M Buy
+45,219
New +$1.31M 0.22% 84

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
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Osaic Holdings
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
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
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Brookwood Investment Group's XBJA Position: Q1 2026 in Review

Brookwood Investment Group increased its Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) stake by 3.7% in Q1 2026, buying an estimated $61.9K and bringing the position to 54,179 shares worth $1.69M. The position accounts for 0.21% of the portfolio, ranked #110.

Brookwood Investment Group first reported a position in XBJA in Q1 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold XBJA as of Q1 2026.

  • Brookwood Investment Group held 54,179 shares of Innovator US Equity Accelerated 9 Buffer ETF January worth $1.69M as of Q1 2026.
  • Brookwood Investment Group bought 1,937 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q1 2026, an estimated $61.9K.
  • Innovator US Equity Accelerated 9 Buffer ETF January made up 0.21% of Brookwood Investment Group's portfolio in Q1 2026, its #110 holding.
  • Brookwood Investment Group first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q1 2025 and has held it in 5 quarters since.
  • 45 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.