CreativeOne Wealth’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

CreativeOne Wealth’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	$848K	Sell	27,113 -790	-3%	-$25.2K	0.02%	639
2025 Q4	$892K	Sell	27,903 -128	-0.5%	-$4.04K	0.02%	593
2025 Q3	$877K	Sell	28,031 -147	-0.5%	-$4.52K	0.02%	591
2025 Q2	$849K	Sell	28,178 -405	-1%	-$11.6K	0.02%	589
2025 Q1	$807K	Sell	28,583 -7,614	-21%	-$220K	0.02%	553
2024 Q4	$1.04M	Sell	36,197 -179	-0.5%	-$5.11K	0.03%	456
2024 Q3	$1.03M	Sell	36,376 -343	-0.9%	-$9.57K	0.04%	428
2024 Q2	$1.02M	Hold	36,719	–	–	0.05%	327
2024 Q1	$990K	Buy	36,719 +18,757	+104%	+$494K	0.04%	380
2023 Q4	$463K	Buy	+17,962	New	+$454K	0.03%	389
2023 Q3	–	Sell	-44,445	Closed	-$1.09M	–	839
2023 Q2	$1.09M	Sell	44,445 -22,550	-34%	-$537K	0.05%	317
2023 Q1	$1.56M	Buy	+66,995	New	+$1.53M	0.08%	235

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

CreativeOne Wealth's XBJA Position: Q1 2026 in Review

CreativeOne Wealth reduced its Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) stake by 2.8% in Q1 2026, selling an estimated $25.2K and leaving 27,113 shares worth $848K. The position accounts for 0.02% of the portfolio, ranked #639.

CreativeOne Wealth first reported a position in XBJA in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.56M in Q1 2023. 45 funds tracked by Wall St. Rank hold XBJA as of Q1 2026.

CreativeOne Wealth held 27,113 shares of Innovator US Equity Accelerated 9 Buffer ETF January worth $848K as of Q1 2026.
CreativeOne Wealth sold 790 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q1 2026, an estimated $25.2K.
Innovator US Equity Accelerated 9 Buffer ETF January made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #639 holding.
CreativeOne Wealth first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q1 2023 and has held it in 12 quarters since.
CreativeOne Wealth's Innovator US Equity Accelerated 9 Buffer ETF January position peaked at $1.56M in Q1 2023.
45 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.