Sunbelt Securities’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

Sunbelt Securities’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	$1.32M	Buy	42,318 +12	+0%	+$383	0.08%	206
2025 Q4	$1.35M	Sell	42,306 -4,163	-9%	-$132K	0.09%	188
2025 Q3	$1.45M	Sell	46,469 -11,125	-19%	-$342K	0.1%	174
2025 Q2	$1.66M	Buy	57,594 +5,969	+12%	+$171K	0.15%	132
2025 Q1	$1.46M	Sell	51,625 -5,969	-10%	-$173K	0.13%	138
2024 Q4	$1.66M	Sell	57,594 -6,282	-10%	-$179K	0.15%	132
2024 Q3	$1.81M	Sell	63,876 -1,116	-2%	-$31.1K	0.18%	119
2024 Q2	$1.8M	Buy	64,992 +1,630	+3%	+$44.2K	0.18%	111
2024 Q1	$1.71M	Sell	63,362 -58,958	-48%	-$1.55M	0.19%	113
2023 Q4	$3.15M	Sell	122,320 -19,830	-14%	-$501K	0.4%	58
2023 Q3	$3.52M	Sell	142,150 -8,540	-6%	-$212K	0.49%	46
2023 Q2	$3.7M	Buy	150,690 +2,830	+2%	+$67.4K	0.53%	40
2023 Q1	$3.42M	Buy	147,860 +133,485	+929%	+$3.04M	0.55%	40
2022 Q4	$315K	Sell	14,375 -1,203	-8%	-$26.4K	0.06%	338
2022 Q3	$320K	Hold	15,578	–	–	0.07%	312
2022 Q2	$331K	Buy	+15,578	New	+$351K	0.07%	315

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

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's XBJA Position: Q1 2026 in Review

Sunbelt Securities increased its Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) stake by 0.03% in Q1 2026, buying an estimated $383 and bringing the position to 42,318 shares worth $1.32M. The position accounts for 0.08% of the portfolio, ranked #206.

Sunbelt Securities first reported a position in XBJA in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.7M in Q2 2023. 45 funds tracked by Wall St. Rank hold XBJA as of Q1 2026.

Sunbelt Securities held 42,318 shares of Innovator US Equity Accelerated 9 Buffer ETF January worth $1.32M as of Q1 2026.
Sunbelt Securities bought 12 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q1 2026, an estimated $383.
Innovator US Equity Accelerated 9 Buffer ETF January made up 0.08% of Sunbelt Securities's portfolio in Q1 2026, its #206 holding.
Sunbelt Securities first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q2 2022 and has held it in 16 quarters since.
Sunbelt Securities's Innovator US Equity Accelerated 9 Buffer ETF January position peaked at $3.7M in Q2 2023.
45 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.