Sound View Wealth Advisors Group’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

Sound View Wealth Advisors 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
2023 Q4	–	Sell	-8,953	Closed	-$222K	–	395
2023 Q3	$222K	Hold	8,953	–	–	0.03%	337
2023 Q2	$220K	Hold	8,953	–	–	0.03%	341
2023 Q1	$209K	Buy	+8,953	New	+$204K	0.03%	343

Other funds holding XBJA

CAN

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

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

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

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return

CPP

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

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

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

Sound View Wealth Advisors Group's XBJA Position: Q4 2023 in Review

Sound View Wealth Advisors Group sold out of Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) in Q4 2023, closing a stake of 8,953 shares — an estimated $222K sold.

Sound View Wealth Advisors Group first reported a position in XBJA in Q1 2023 and held it in 3 quarters. The position peaked at $222K in Q3 2023. 31 funds tracked by Wall St. Rank hold XBJA as of Q4 2023.

Sound View Wealth Advisors Group reported no remaining Innovator US Equity Accelerated 9 Buffer ETF January position as of Q4 2023 after selling out during the quarter.
Sound View Wealth Advisors Group sold 8,953 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q4 2023, an estimated $222K.
Sound View Wealth Advisors Group first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q1 2023 and held it in 3 quarters.
Sound View Wealth Advisors Group's Innovator US Equity Accelerated 9 Buffer ETF January position peaked at $222K in Q3 2023.
31 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q4 2023.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2023, filed 8 Feb 2024.