Wealth Enhancement Advisory Services’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

Wealth Enhancement Advisory Services’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
2024 Q2	–	Sell	-13,257	Closed	-$358K	–	2711
2024 Q1	$358K	Hold	13,257	–	–	﹤0.01%	1803
2023 Q4	$342K	Hold	13,257	–	–	﹤0.01%	1732
2023 Q3	$328K	Buy	+13,257	New	+$329K	﹤0.01%	1689

Other funds holding XBJA

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

SFP

Sterling Financial Planning Sparta, New Jersey $337M AUM 19.27% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

CPP

Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealth Enhancement Advisory Services's XBJA Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) in Q2 2024, closing a stake of 13,257 shares — an estimated $358K sold.

Wealth Enhancement Advisory Services first reported a position in XBJA in Q3 2023 and held it in 3 quarters. The position peaked at $358K in Q1 2024. 33 funds tracked by Wall St. Rank hold XBJA as of Q2 2024.

Wealth Enhancement Advisory Services reported no remaining Innovator US Equity Accelerated 9 Buffer ETF January position as of Q2 2024 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 13,257 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q2 2024, an estimated $358K.
Wealth Enhancement Advisory Services first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q3 2023 and held it in 3 quarters.
Wealth Enhancement Advisory Services's Innovator US Equity Accelerated 9 Buffer ETF January position peaked at $358K in Q1 2024.
33 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q2 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.