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Triad Wealth Partners’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

Triad Wealth Partners’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 		– Sell
-16,576
Closed -$530K – 521
2025
Q4 		$530K Buy
16,576
+6,270
+61% +$198K 0.05% 254
2025
Q3 		$322K Buy
+10,306
New +$317K 0.04% 275

Other funds holding XBJA

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
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
HighTower Advisors
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
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
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

Triad Wealth Partners's XBJA Position: Q1 2026 in Review

Triad Wealth Partners sold out of Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) in Q1 2026, closing a stake of 16,576 shares — an estimated $530K sold.

Triad Wealth Partners first reported a position in XBJA in Q3 2025 and held it in 2 quarters. The position peaked at $530K in Q4 2025. 45 funds tracked by Wall St. Rank hold XBJA as of Q1 2026.

  • Triad Wealth Partners reported no remaining Innovator US Equity Accelerated 9 Buffer ETF January position as of Q1 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 16,576 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q1 2026, an estimated $530K.
  • Triad Wealth Partners first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q3 2025 and held it in 2 quarters.
  • Triad Wealth Partners's Innovator US Equity Accelerated 9 Buffer ETF January position peaked at $530K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.