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Stuart Chaussee & Associates’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

Stuart Chaussee & Associates’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
2025
Q2 		– Sell
-2,147,157
Closed -$60.6M – 199
2025
Q1 		$60.6M Buy
+2,147,157
New +$62.1M 15.1% 3

Other funds holding XBJA

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
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
Osaic Holdings
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
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

Stuart Chaussee & Associates's XBJA Position: Q2 2025 in Review

Stuart Chaussee & Associates sold out of Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) in Q2 2025, closing a stake of 2,147,157 shares — an estimated $60.6M sold.

Stuart Chaussee & Associates first reported a position in XBJA in Q1 2025 and held it in 1 quarter. The position peaked at $60.6M in Q1 2025. 46 funds tracked by Wall St. Rank hold XBJA as of Q2 2025.

  • Stuart Chaussee & Associates reported no remaining Innovator US Equity Accelerated 9 Buffer ETF January position as of Q2 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 2,147,157 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q2 2025, an estimated $60.6M.
  • Stuart Chaussee & Associates first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q1 2025 and held it in 1 quarter.
  • Stuart Chaussee & Associates's Innovator US Equity Accelerated 9 Buffer ETF January position peaked at $60.6M in Q1 2025.
  • 46 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q2 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2025, filed 1 Aug 2025.