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 Q2	$1.95M	Buy	57,625 +3,446	+6%	+$114K	0.22%	99
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 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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 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

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

Brookwood Investment Group's XBJA Position: Q2 2026 in Review

Brookwood Investment Group increased its Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) stake by 6.4% in Q2 2026, buying an estimated $114K and bringing the position to 57,625 shares worth $1.95M. The position accounts for 0.22% of the portfolio, ranked #99.

Brookwood Investment Group first reported a position in XBJA in Q1 2025 and has held it in 6 quarters since. 45 funds tracked by Wall St. Rank hold XBJA as of Q2 2026.

Brookwood Investment Group held 57,625 shares of Innovator US Equity Accelerated 9 Buffer ETF January worth $1.95M as of Q2 2026.
Brookwood Investment Group bought 3,446 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q2 2026, an estimated $114K.
Innovator US Equity Accelerated 9 Buffer ETF January made up 0.22% of Brookwood Investment Group's portfolio in Q2 2026, its #99 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 6 quarters since.
45 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.