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Visionary Wealth Advisors’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

Visionary Wealth Advisors’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
-6,373
Closed -$204K – 654
2025
Q4 		$204K Sell
6,373
-1,342
-17% -$42.4K 0.01% 591
2025
Q3 		$241K Sell
7,715
-75
-1% -$2.31K 0.01% 537
2025
Q2 		$235K Sell
7,790
-2,141
-22% -$61.3K 0.01% 516
2025
Q1 		$280K Buy
9,931
+1,033
+12% +$29.9K 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 +$235K 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% -$7.15K 0.04% 295
2023
Q1 		$482K Buy
20,670
+10,184
+97% +$232K 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% +$16.9K 0.06% 217
2022
Q1 		$692K Buy
+28,671
New +$681K 0.06% 208

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 $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

Visionary Wealth Advisors's XBJA Position: Q1 2026 in Review

Visionary Wealth Advisors sold out of Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) in Q1 2026, closing a stake of 6,373 shares — an estimated $204K sold.

Visionary Wealth Advisors first reported a position in XBJA in Q1 2022 and held it in 15 quarters. The position peaked at $692K in Q1 2022. 45 funds tracked by Wall St. Rank hold XBJA as of Q1 2026.

  • Visionary Wealth Advisors reported no remaining Innovator US Equity Accelerated 9 Buffer ETF January position as of Q1 2026 after selling out during the quarter.
  • Visionary Wealth Advisors sold 6,373 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q1 2026, an estimated $204K.
  • Visionary Wealth Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q1 2022 and held it in 15 quarters.
  • Visionary Wealth Advisors's Innovator US Equity Accelerated 9 Buffer ETF January position peaked at $692K in Q1 2022.
  • 45 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.