Encompass More Asset Management’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

Encompass More Asset Management’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	-40,483	Closed	-$1.29M	–	309
2025 Q4	$1.29M	Sell	40,483 -2,209	-5%	-$69.8K	0.24%	87
2025 Q3	$1.34M	Sell	42,692 -2,938	-6%	-$90.4K	0.26%	83
2025 Q2	$1.38M	Buy	45,630 +7,192	+19%	+$206K	0.32%	69
2025 Q1	$1.09M	Buy	38,438 +12,091	+46%	+$350K	0.32%	74
2024 Q4	$758K	Buy	26,347 +10,252	+64%	+$293K	0.25%	77
2024 Q3	$456K	Buy	+16,095	New	+$449K	0.17%	98

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 $888M AUM 32.21% 1-Year Est. Return

Encompass More Asset Management's XBJA Position: Q1 2026 in Review

Encompass More Asset Management sold out of Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) in Q1 2026, closing a stake of 40,483 shares — an estimated $1.29M sold.

Encompass More Asset Management first reported a position in XBJA in Q3 2024 and held it in 6 quarters. The position peaked at $1.38M in Q2 2025. 45 funds tracked by Wall St. Rank hold XBJA as of Q1 2026.

Encompass More Asset Management reported no remaining Innovator US Equity Accelerated 9 Buffer ETF January position as of Q1 2026 after selling out during the quarter.
Encompass More Asset Management sold 40,483 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q1 2026, an estimated $1.29M.
Encompass More Asset Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q3 2024 and held it in 6 quarters.
Encompass More Asset Management's Innovator US Equity Accelerated 9 Buffer ETF January position peaked at $1.38M in Q2 2025.
45 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q1 2026.

Based on Encompass More Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.