Visionary Wealth Advisors’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Sell |
7,790
-2,141
| -22% | -$64.5K | 0.01% | 516 |
|
|
2025
Q1 | $280K | Buy |
9,931
+1,033
| +12% | +$29.2K | 0.02% | 463 |
|
|
2024
Q4 | $256K | Hold |
8,898
| – | – | 0.02% | 475 |
|
|
2024
Q3 | $252K | Hold |
8,898
| – | – | 0.02% | 477 |
|
|
2024
Q2 | $246K | Hold |
8,898
| – | – | 0.02% | 450 |
|
|
2024
Q1 | $240K | Buy |
+8,898
| New | +$240K | 0.02% | 444 |
|
|
2023
Q4 | – | Sell |
-20,370
| Closed | -$505K | – | 485 |
|
|
2023
Q3 | $505K | Hold |
20,370
| – | – | 0.04% | 300 |
|
|
2023
Q2 | $501K | Sell |
20,370
-300
| -1% | -$7.38K | 0.04% | 295 |
|
|
2023
Q1 | $482K | Buy |
20,670
+10,184
| +97% | +$237K | 0.04% | 284 |
|
|
2022
Q4 | $230K | Sell |
10,486
-18,935
| -64% | -$415K | 0.02% | 374 |
|
|
2022
Q3 | $604K | Hold |
29,421
| – | – | 0.06% | 203 |
|
|
2022
Q2 | $626K | Buy |
29,421
+750
| +3% | +$16K | 0.06% | 217 |
|
|
2022
Q1 | $692K | Buy |
+28,671
| New | +$692K | 0.06% | 208 |
|