Envestnet Asset Management
XBJA icon

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

Envestnet 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 		$294K Buy
9,412
+99
+1% +$3.16K ﹤0.01% 4290
2025
Q4 		$298K Buy
9,313
+302
+3% +$9.54K ﹤0.01% 4044
2025
Q3 		$282K Sell
9,011
-1,519
-14% -$46.7K ﹤0.01% 4119
2025
Q2 		$317K Sell
10,530
-1,630
-13% -$46.7K ﹤0.01% 3996
2025
Q1 		$343K Buy
12,160
+68
+0.6% +$1.97K ﹤0.01% 3842
2024
Q4 		$348K Buy
12,092
+3,979
+49% +$114K ﹤0.01% 3808
2024
Q3 		$230K Buy
8,113
+693
+9% +$19.3K ﹤0.01% 3956
2024
Q2 		$205K Buy
+7,420
New +$201K ﹤0.01% 3921

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

Envestnet Asset Management's XBJA Position: Q1 2026 in Review

Envestnet Asset Management increased its Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) stake by 1.1% in Q1 2026, buying an estimated $3.16K and bringing the position to 9,412 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #4290.

Envestnet Asset Management first reported a position in XBJA in Q2 2024 and has held it in 8 quarters since. The position peaked at $348K in Q4 2024. 45 funds tracked by Wall St. Rank hold XBJA as of Q1 2026.

  • Envestnet Asset Management held 9,412 shares of Innovator US Equity Accelerated 9 Buffer ETF January worth $294K as of Q1 2026.
  • Envestnet Asset Management bought 99 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q1 2026, an estimated $3.16K.
  • Innovator US Equity Accelerated 9 Buffer ETF January made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4290 holding.
  • Envestnet Asset Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q2 2024 and has held it in 8 quarters since.
  • Envestnet Asset Management's Innovator US Equity Accelerated 9 Buffer ETF January position peaked at $348K in Q4 2024.
  • 45 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.