Personal CFO Solutions’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

Personal CFO 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
2026 Q1	$8.44M	Buy	+269,799	New	+$8.62M	1.19%	16

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

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 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 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 $810M AUM 29.04% 1-Year Est. Return

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

Personal CFO Solutions's XBJA Position: Q1 2026 in Review

Personal CFO Solutions opened a new position in Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) in Q1 2026: 269,799 shares worth $8.44M. The stake represents 1.19% of the portfolio and ranks #16 among its holdings.

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

Personal CFO Solutions held 269,799 shares of Innovator US Equity Accelerated 9 Buffer ETF January worth $8.44M as of Q1 2026.
Innovator US Equity Accelerated 9 Buffer ETF January was a new Personal CFO Solutions position in Q1 2026.
Innovator US Equity Accelerated 9 Buffer ETF January made up 1.19% of Personal CFO Solutions's portfolio in Q1 2026, its #16 holding.
45 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.