SageView Advisory Group’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

SageView Advisory Group’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
2024 Q1	–	Sell	-19,938	Closed	-$523K	–	838
2023 Q4	$523K	Hold	19,938	–	–	0.02%	383
2023 Q3	$494K	Hold	19,938	–	–	0.03%	330
2023 Q2	$490K	Buy	+19,938	New	+$475K	0.03%	355

Other funds holding XBJA

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

SFP

Sterling Financial Planning Sparta, New Jersey $337M AUM 19.27% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

SPIA

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

CPP

Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SageView Advisory Group's XBJA Position: Q1 2024 in Review

SageView Advisory Group sold out of Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) in Q1 2024, closing a stake of 19,938 shares — an estimated $523K sold.

SageView Advisory Group first reported a position in XBJA in Q2 2023 and held it in 3 quarters. The position peaked at $523K in Q4 2023. 36 funds tracked by Wall St. Rank hold XBJA as of Q1 2024.

SageView Advisory Group reported no remaining Innovator US Equity Accelerated 9 Buffer ETF January position as of Q1 2024 after selling out during the quarter.
SageView Advisory Group sold 19,938 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q1 2024, an estimated $523K.
SageView Advisory Group first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q2 2023 and held it in 3 quarters.
SageView Advisory Group's Innovator US Equity Accelerated 9 Buffer ETF January position peaked at $523K in Q4 2023.
36 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q1 2024.

Based on SageView Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.