Cape Investment Advisory’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

Cape Investment Advisory’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	–	Sell	-2,400	Closed	-$76.7K	–	1229
2025 Q4	$76.7K	Buy	+2,400	New	+$75.8K	0.02%	341
2025 Q3	–	Sell	-2,400	Closed	-$72.3K	–	1205
2025 Q2	$72.3K	Hold	2,400	–	–	0.03%	314
2025 Q1	$67.8K	Hold	2,400	–	–	0.03%	301
2024 Q4	$69K	Sell	2,400 -300	-11%	-$8.56K	0.03%	293
2024 Q3	$76.5K	Hold	2,700	–	–	0.03%	268
2024 Q2	$74.7K	Hold	2,700	–	–	0.03%	252
2024 Q1	$72.8K	Sell	2,700 -200	-7%	-$5.27K	0.03%	252
2023 Q4	$74.7K	Sell	2,900 -300	-9%	-$7.58K	0.04%	280
2023 Q3	$79.3K	Sell	3,200 -250	-7%	-$6.2K	0.04%	230
2023 Q2	$84.8K	Hold	3,450	–	–	0.05%	216
2023 Q1	$80.4K	Buy	+3,450	New	+$78.7K	0.05%	211

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 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

Cape Investment Advisory's XBJA Position: Q1 2026 in Review

Cape Investment Advisory sold out of Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) in Q1 2026, closing a stake of 2,400 shares — an estimated $76.7K sold.

Cape Investment Advisory first reported a position in XBJA in Q1 2023 and held it in 11 quarters. The position peaked at $84.8K in Q2 2023. 45 funds tracked by Wall St. Rank hold XBJA as of Q1 2026.

Cape Investment Advisory reported no remaining Innovator US Equity Accelerated 9 Buffer ETF January position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 2,400 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q1 2026, an estimated $76.7K.
Cape Investment Advisory first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q1 2023 and held it in 11 quarters.
Cape Investment Advisory's Innovator US Equity Accelerated 9 Buffer ETF January position peaked at $84.8K in Q2 2023.
45 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.