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Welch Financial Planning’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

Welch Financial Planning’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
Q2 		$564K Sell
16,677
-10
-0.1% -$332 0.33% 42
2026
Q1 		$522K Buy
16,687
+1,352
+9% +$43.2K 0.38% 37
2025
Q4 		$490K Buy
+15,335
New +$485K 0.36% 38

Other funds holding XBJA

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Welch Financial Planning's XBJA Position: Q2 2026 in Review

Welch Financial Planning reduced its Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) stake by 0.06% in Q2 2026, selling an estimated $332 and leaving 16,677 shares worth $564K. The position accounts for 0.33% of the portfolio, ranked #42.

Welch Financial Planning first reported a position in XBJA in Q4 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold XBJA as of Q2 2026.

  • Welch Financial Planning held 16,677 shares of Innovator US Equity Accelerated 9 Buffer ETF January worth $564K as of Q2 2026.
  • Welch Financial Planning sold 10 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q2 2026, an estimated $332.
  • Innovator US Equity Accelerated 9 Buffer ETF January made up 0.33% of Welch Financial Planning's portfolio in Q2 2026, its #42 holding.
  • Welch Financial Planning first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q4 2025 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.