Epic Trust Investment Advisors’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

Epic Trust Investment 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
2024 Q2	$401K	Hold	14,503	–	–	0.44%	57
2024 Q1	$391K	Hold	14,503	–	–	0.48%	54
2023 Q4	$374K	Hold	14,503	–	–	0.5%	54
2023 Q3	$359K	Hold	14,503	–	–	0.57%	51
2023 Q2	$357K	Hold	14,503	–	–	0.51%	51
2023 Q1	$338K	Hold	14,503	–	–	0.41%	65
2022 Q4	$318K	Sell	14,503 -200	-1%	-$4.38K	0.48%	67
2022 Q3	$302K	Buy	+14,703	New	+$326K	0.42%	74
2022 Q2	–	Sell	-14,903	Closed	-$360K	–	95
2022 Q1	$360K	Buy	+14,903	New	+$354K	0.56%	39

Other funds holding XBJA

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

SFP

Sterling Financial Planning Sparta, New Jersey $337M AUM 19.27% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

CPP

Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Epic Trust Investment Advisors's XBJA Position: Q2 2024 in Review

Epic Trust Investment Advisors held its Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) position steady in Q2 2024 at 14,503 shares worth $401K. The position accounts for 0.44% of the portfolio, ranked #57.

Epic Trust Investment Advisors first reported a position in XBJA in Q1 2022 and has held it in 9 quarters since. 33 funds tracked by Wall St. Rank hold XBJA as of Q2 2024.

Epic Trust Investment Advisors held 14,503 shares of Innovator US Equity Accelerated 9 Buffer ETF January worth $401K as of Q2 2024.
Epic Trust Investment Advisors left its Innovator US Equity Accelerated 9 Buffer ETF January share count unchanged in Q2 2024.
Innovator US Equity Accelerated 9 Buffer ETF January made up 0.44% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #57 holding.
Epic Trust Investment Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q1 2022 and has held it in 9 quarters since.
33 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.