Sterling Financial Planning’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

Sterling Financial Planning’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 Q2	$9.76M	Buy	288,650 +3,703	+1%	+$123K	2.65%	13
2026 Q1	$8.91M	Buy	284,947 +10,097	+4%	+$323K	2.64%	13
2025 Q4	$8.79M	Buy	274,850 +7,575	+3%	+$239K	2.65%	13
2025 Q3	$8.36M	Buy	267,275 +5,558	+2%	+$171K	2.64%	14
2025 Q2	$7.89M	Buy	261,717 +11,775	+5%	+$337K	2.64%	13
2025 Q1	$7.06M	Buy	249,942 +19,929	+9%	+$576K	2.56%	13
2024 Q4	$6.62M	Buy	230,013 +7,957	+4%	+$227K	2.43%	13
2024 Q3	$6.29M	Buy	222,056 +13,059	+6%	+$364K	2.32%	13
2024 Q2	$5.78M	Buy	208,997 +19,400	+10%	+$527K	2.35%	13
2024 Q1	$5.11M	Buy	189,597 +33,173	+21%	+$875K	2.07%	13
2023 Q4	$4.03M	Buy	156,424 +31,541	+25%	+$797K	1.74%	16
2023 Q3	$3.09M	Buy	124,883 +7,051	+6%	+$175K	1.58%	19
2023 Q2	$2.9M	Buy	117,832 +33,494	+40%	+$798K	1.44%	21
2023 Q1	$1.97M	Buy	84,338 +60,111	+248%	+$1.37M	1.07%	27
2022 Q4	$531K	Buy	24,227 +1,956	+9%	+$42.9K	0.32%	57
2022 Q3	$457K	Buy	22,271 +7,934	+55%	+$176K	0.32%	58
2022 Q2	$305K	Buy	14,337 +1,585	+12%	+$35.7K	0.21%	71
2022 Q1	$308K	Buy	+12,752	New	+$303K	0.19%	73

Other funds holding XBJA

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sterling Financial Planning's XBJA Position: Q2 2026 in Review

Sterling Financial Planning increased its Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) stake by 1.3% in Q2 2026, buying an estimated $123K and bringing the position to 288,650 shares worth $9.76M. The position accounts for 2.65% of the portfolio, ranked #13.

Sterling Financial Planning first reported a position in XBJA in Q1 2022 and has held it in 18 quarters since. 45 funds tracked by Wall St. Rank hold XBJA as of Q2 2026.

Sterling Financial Planning held 288,650 shares of Innovator US Equity Accelerated 9 Buffer ETF January worth $9.76M as of Q2 2026.
Sterling Financial Planning bought 3,703 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q2 2026, an estimated $123K.
Innovator US Equity Accelerated 9 Buffer ETF January made up 2.65% of Sterling Financial Planning's portfolio in Q2 2026, its #13 holding.
Sterling Financial Planning first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q1 2022 and has held it in 18 quarters since.
45 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.