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 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 $94B AUM 20.14% 1-Year Est. Return

SFP

Sterling Financial Planning Sparta, New Jersey $337M AUM 19.27% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $888M AUM 32.21% 1-Year Est. Return

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

Steward Partners Investment Advisory's XBJA Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) stake by 1.2% in Q1 2026, buying an estimated $40.5K and bringing the position to 106,614 shares worth $3.33M. The position accounts for 0.02% of the portfolio, ranked #666.

Steward Partners Investment Advisory first reported a position in XBJA in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.83M in Q4 2024. 45 funds tracked by Wall St. Rank hold XBJA as of Q1 2026.

Steward Partners Investment Advisory held 106,614 shares of Innovator US Equity Accelerated 9 Buffer ETF January worth $3.33M as of Q1 2026.
Steward Partners Investment Advisory bought 1,269 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q1 2026, an estimated $40.5K.
Innovator US Equity Accelerated 9 Buffer ETF January made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #666 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 12 quarters since.
Steward Partners Investment Advisory's Innovator US Equity Accelerated 9 Buffer ETF January position peaked at $4.83M in Q4 2024.
45 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.