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Orion Portfolio Solutions’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$301K Buy
+10,645
New +$308K ﹤0.01% 1632

Other funds holding XBJA

SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Orion Portfolio Solutions's XBJA Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) in Q1 2025: 10,645 shares worth $301K. The stake represents ﹤0.01% of the portfolio and ranks #1632 among its holdings.

44 funds tracked by Wall St. Rank hold XBJA as of Q1 2025.

  • Orion Portfolio Solutions held 10,645 shares of Innovator US Equity Accelerated 9 Buffer ETF January worth $301K as of Q1 2025.
  • Innovator US Equity Accelerated 9 Buffer ETF January was a new Orion Portfolio Solutions position in Q1 2025.
  • Innovator US Equity Accelerated 9 Buffer ETF January made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1632 holding.
  • 44 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.