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

Occidental 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	$796K	Buy	23,543 +10,585	+82%	+$351K	0.08%	158
2026 Q1	$405K	Buy	+12,958	New	+$414K	0.05%	186

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

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

Occidental Asset Management increased its Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) stake by 82% in Q2 2026, buying an estimated $351K and bringing the position to 23,543 shares worth $796K. The position accounts for 0.08% of the portfolio, ranked #158.

Occidental Asset Management first reported a position in XBJA in Q1 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold XBJA as of Q2 2026.

Occidental Asset Management held 23,543 shares of Innovator US Equity Accelerated 9 Buffer ETF January worth $796K as of Q2 2026.
Occidental Asset Management bought 10,585 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q2 2026, an estimated $351K.
Innovator US Equity Accelerated 9 Buffer ETF January made up 0.08% of Occidental Asset Management's portfolio in Q2 2026, its #158 holding.
Occidental Asset Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q1 2026 and has held it in 2 quarters since.
45 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.