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Legacy Wealth Management (Idaho)’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

Legacy Wealth Management (Idaho)’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 		$19.4K Buy
+619
New +$19.8K 0.01% 389

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

Legacy Wealth Management (Idaho)'s XBJA Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) in Q1 2026: 619 shares worth $19.4K. The stake represents 0.01% of the portfolio and ranks #389 among its holdings.

45 funds tracked by Wall St. Rank hold XBJA as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 619 shares of Innovator US Equity Accelerated 9 Buffer ETF January worth $19.4K as of Q1 2026.
  • Innovator US Equity Accelerated 9 Buffer ETF January was a new Legacy Wealth Management (Idaho) position in Q1 2026.
  • Innovator US Equity Accelerated 9 Buffer ETF January made up 0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #389 holding.
  • 45 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.