Capasso Planning Partners’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

Capasso Planning Partners’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
2024 Q4	–	Sell	-27,973	Closed	-$793K	–	159
2024 Q3	$793K	Sell	27,973 -86,975	-76%	-$2.43M	0.23%	67
2024 Q2	$3.18M	Sell	114,948 -20,196	-15%	-$548K	1.03%	20
2024 Q1	$3.64M	Buy	135,144 +5,083	+4%	+$134K	1.51%	13
2023 Q4	$3.35M	Buy	+130,061	New	+$3.28M	1.56%	15

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

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

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Capasso Planning Partners's XBJA Position: Q4 2024 in Review

Capasso Planning Partners sold out of Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) in Q4 2024, closing a stake of 27,973 shares — an estimated $793K sold.

Capasso Planning Partners first reported a position in XBJA in Q4 2023 and held it in 4 quarters. The position peaked at $3.64M in Q1 2024. 38 funds tracked by Wall St. Rank hold XBJA as of Q4 2024.

Capasso Planning Partners reported no remaining Innovator US Equity Accelerated 9 Buffer ETF January position as of Q4 2024 after selling out during the quarter.
Capasso Planning Partners sold 27,973 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q4 2024, an estimated $793K.
Capasso Planning Partners first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q4 2023 and held it in 4 quarters.
Capasso Planning Partners's Innovator US Equity Accelerated 9 Buffer ETF January position peaked at $3.64M in Q1 2024.
38 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.