DFA
XBJA icon

DHJJ Financial Advisors’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

DHJJ Financial Advisors’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 		$74.4K Sell
2,380
-145
-6% -$4.63K 0.02% 327
2025
Q4 		$80.7K Hold
2,525
– – 0.03% 306
2025
Q3 		$79K Hold
2,525
– – 0.03% 295
2025
Q2 		$76.1K Sell
2,525
-160
-6% -$4.58K 0.03% 288
2025
Q1 		$75.8K Hold
2,685
– – 0.03% 262
2024
Q4 		$77.2K Hold
2,685
– – 0.03% 249
2024
Q3 		$76.1K Hold
2,685
– – 0.03% 247
2024
Q2 		$74.3K Hold
2,685
– – 0.03% 234
2024
Q1 		$72.4K Buy
2,685
+390
+17% +$10.3K 0.03% 227
2023
Q4 		$59.1K Hold
2,295
– – 0.03% 235
2023
Q3 		$56.9K Buy
+2,295
New +$56.9K 0.03% 229

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
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

DHJJ Financial Advisors's XBJA Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) stake by 5.7% in Q1 2026, selling an estimated $4.63K and leaving 2,380 shares worth $74.4K. The position accounts for 0.02% of the portfolio, ranked #327.

DHJJ Financial Advisors first reported a position in XBJA in Q3 2023 and has held it in 11 quarters since. The position peaked at $80.7K in Q4 2025. 45 funds tracked by Wall St. Rank hold XBJA as of Q1 2026.

  • DHJJ Financial Advisors held 2,380 shares of Innovator US Equity Accelerated 9 Buffer ETF January worth $74.4K as of Q1 2026.
  • DHJJ Financial Advisors sold 145 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q1 2026, an estimated $4.63K.
  • Innovator US Equity Accelerated 9 Buffer ETF January made up 0.02% of DHJJ Financial Advisors's portfolio in Q1 2026, its #327 holding.
  • DHJJ Financial Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's Innovator US Equity Accelerated 9 Buffer ETF January position peaked at $80.7K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.