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 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 $94B AUM 20.14% 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

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

Sterling Financial Planning's XBJA Position: Q1 2026 in Review

Sterling Financial Planning increased its Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) stake by 3.7% in Q1 2026, buying an estimated $323K and bringing the position to 284,947 shares worth $8.91M. The position accounts for 2.64% of the portfolio, ranked #13.

Sterling Financial Planning first reported a position in XBJA in Q1 2022 and has held it in 17 quarters since. 45 funds tracked by Wall St. Rank hold XBJA as of Q1 2026.

Sterling Financial Planning held 284,947 shares of Innovator US Equity Accelerated 9 Buffer ETF January worth $8.91M as of Q1 2026.
Sterling Financial Planning bought 10,097 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q1 2026, an estimated $323K.
Innovator US Equity Accelerated 9 Buffer ETF January made up 2.64% of Sterling Financial Planning's portfolio in Q1 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 17 quarters since.
45 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.