Steward Partners Investment Advisory’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

Steward Partners Investment Advisory’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	$3.55M	Sell	105,066 -1,548	-1%	-$51.3K	0.02%	689
2026 Q1	$3.33M	Buy	106,614 +1,269	+1%	+$40.5K	0.02%	666
2025 Q4	$3.37M	Sell	105,345 -11,537	-10%	-$365K	0.02%	607
2025 Q3	$3.66M	Sell	116,882 -4,920	-4%	-$151K	0.02%	566
2025 Q2	$3.67M	Sell	121,802 -24,720	-17%	-$708K	0.03%	505
2025 Q1	$4.14M	Sell	146,522 -21,519	-13%	-$622K	0.04%	454
2024 Q4	$4.83M	Sell	168,041 -688	-0.4%	-$19.6K	0.04%	380
2024 Q3	$4.78M	Buy	168,729 +9,308	+6%	+$260K	0.04%	375
2024 Q2	$4.41M	Buy	159,421 +8,744	+6%	+$237K	0.05%	360
2024 Q1	$4.06M	Sell	150,677 -2,153	-1%	-$56.8K	0.04%	379
2023 Q4	$3.94M	Buy	152,830 +23,356	+18%	+$590K	0.05%	332
2023 Q3	$3.21M	Buy	129,474 +21,590	+20%	+$535K	0.05%	349
2023 Q2	$2.65M	Buy	+107,884	New	+$2.57M	0.04%	409

Other funds holding XBJA

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

SFP

Sterling Financial Planning Sparta, New Jersey $368M AUM 22.51% 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

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

Steward Partners Investment Advisory's XBJA Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) stake by 1.5% in Q2 2026, selling an estimated $51.3K and leaving 105,066 shares worth $3.55M. The position accounts for 0.02% of the portfolio, ranked #689.

Steward Partners Investment Advisory first reported a position in XBJA in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.83M in Q4 2024. 46 funds tracked by Wall St. Rank hold XBJA as of Q2 2026.

Steward Partners Investment Advisory held 105,066 shares of Innovator US Equity Accelerated 9 Buffer ETF January worth $3.55M as of Q2 2026.
Steward Partners Investment Advisory sold 1,548 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q2 2026, an estimated $51.3K.
Innovator US Equity Accelerated 9 Buffer ETF January made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #689 holding.
Steward Partners Investment Advisory first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q2 2023 and has held it in 13 quarters since.
Steward Partners Investment Advisory's Innovator US Equity Accelerated 9 Buffer ETF January position peaked at $4.83M in Q4 2024.
46 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.