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EverSource Wealth Advisors’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

EverSource Wealth 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
Q2 		$3.38K Hold
100
– – ﹤0.01% 3479
2026
Q1 		$3.13K Hold
100
– – ﹤0.01% 3480
2025
Q4 		$3.2K Buy
+100
New +$3.16K ﹤0.01% 3315

Other funds holding XBJA

BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GTWM
Global Trust Wealth Management West Palm Beach, Florida $145M AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

EverSource Wealth Advisors's XBJA Position: Q2 2026 in Review

EverSource Wealth Advisors held its Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) position steady in Q2 2026 at 100 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3479.

EverSource Wealth Advisors first reported a position in XBJA in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold XBJA as of Q2 2026.

  • EverSource Wealth Advisors held 100 shares of Innovator US Equity Accelerated 9 Buffer ETF January worth $3.38K as of Q2 2026.
  • EverSource Wealth Advisors left its Innovator US Equity Accelerated 9 Buffer ETF January share count unchanged in Q2 2026.
  • Innovator US Equity Accelerated 9 Buffer ETF January made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3479 holding.
  • EverSource Wealth Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.