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 Q2	$363K	Buy	10,747 +1,335	+14%	+$44.3K	﹤0.01%	4310
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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SFP

Sterling Financial Planning Sparta, New Jersey $368M AUM 22.51% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

Envestnet Asset Management's XBJA Position: Q2 2026 in Review

Envestnet Asset Management increased its Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) stake by 14% in Q2 2026, buying an estimated $44.3K and bringing the position to 10,747 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #4310.

Envestnet Asset Management first reported a position in XBJA in Q2 2024 and has held it in 9 quarters since. 45 funds tracked by Wall St. Rank hold XBJA as of Q2 2026.

Envestnet Asset Management held 10,747 shares of Innovator US Equity Accelerated 9 Buffer ETF January worth $363K as of Q2 2026.
Envestnet Asset Management bought 1,335 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q2 2026, an estimated $44.3K.
Innovator US Equity Accelerated 9 Buffer ETF January made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4310 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 9 quarters since.
45 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.