Osaic Holdings’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

Osaic Holdings’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	$3.38M	Sell	108,031 -15,017	-12%	-$480K	﹤0.01%	1640
2025 Q4	$3.93M	Sell	123,048 -29,764	-19%	-$941K	0.01%	1559
2025 Q3	$4.73M	Buy	152,812 +4,616	+3%	+$142K	0.01%	1516
2025 Q2	$4.47M	Buy	148,196 +23,285	+19%	+$667K	0.01%	1328
2025 Q1	$3.53M	Buy	124,911 +16,434	+15%	+$475K	0.01%	1264
2024 Q4	$3.12M	Sell	108,477 -547	-0.5%	-$15.6K	0.01%	1328
2024 Q3	$3.09M	Buy	109,024 +4,289	+4%	+$120K	0.01%	1382
2024 Q2	$2.9M	Sell	104,735 -17,064	-14%	-$463K	0.01%	1376
2024 Q1	$3.28M	Buy	121,799 +10,226	+9%	+$270K	0.01%	1338
2023 Q4	$2.87M	Sell	111,573 -25,694	-19%	-$649K	0.01%	1576
2023 Q3	$3.4M	Buy	137,267 +21,687	+19%	+$538K	0.01%	1566
2023 Q2	$2.84M	Buy	115,580 +7,352	+7%	+$175K	0.01%	1582
2023 Q1	$2.52M	Buy	108,228 +70,756	+189%	+$1.61M	﹤0.01%	1644
2022 Q4	$821K	Buy	37,472 +11,904	+47%	+$261K	﹤0.01%	2556
2022 Q3	$524K	Buy	25,568 +1,914	+8%	+$42.5K	﹤0.01%	2853
2022 Q2	$505K	Buy	+23,654	New	+$532K	﹤0.01%	2911

Other funds holding XBJA

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 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

SPIA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Osaic Holdings's XBJA Position: Q1 2026 in Review

Osaic Holdings reduced its Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) stake by 12% in Q1 2026, selling an estimated $480K and leaving 108,031 shares worth $3.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Osaic Holdings first reported a position in XBJA in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.73M in Q3 2025. 45 funds tracked by Wall St. Rank hold XBJA as of Q1 2026.

Osaic Holdings held 108,031 shares of Innovator US Equity Accelerated 9 Buffer ETF January worth $3.38M as of Q1 2026.
Osaic Holdings sold 15,017 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q1 2026, an estimated $480K.
Innovator US Equity Accelerated 9 Buffer ETF January made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #1640 holding.
Osaic Holdings first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q2 2022 and has held it in 16 quarters since.
Osaic Holdings's Innovator US Equity Accelerated 9 Buffer ETF January position peaked at $4.73M in Q3 2025.
45 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.