Innovator US Eq Ac 9 Buff-JXBJAETF
13F holders, Q2 2024 (June 30)33holders −1
2new positions
4sold out
$27.68avg. 13F price*
At the end of Q2 2024, 33 institutions reported holding Innovator US Eq Ac 9 Buff-J (XBJA) in their 13F filings, down 1 from Q1 2024. 2 opened new positions and 4 sold out. The largest holders were Cetera Investment Advisers ($13.9M), Millington Financial Advisors, LLC ($6.0M) and Sterling Financial Planning, Inc. ($5.8M).
- Company
- Innovator US Eq Ac 9 Buff-J
- CUSIP
- 45783Y780
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $210K |
| Exits | 4 | $962K |
All 13F filers, Q1 2024 → Q2 2024: 73,215 shares bought and 134,431 shares sold, net −61,216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Cetera Investment Advisers | 0.03% | Reduce -1.6% | 503,675 | $13.9M |
| Millington Financial Advisors, LLC | 4.19% | Reduce -2.2% | 218,184 | $6.0M |
| Sterling Financial Planning, Inc. | 2.35% | Add +10.2% | 208,997 | $5.8M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +5.8% | 159,421 | $4.4M |
| Capasso Planning Partners LLC | 1.03% | Reduce -14.9% | 114,948 | $3.2M |
| Brookstone Capital Management | 0.05% | Add +0.5% | 113,292 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -14.0% | 104,735 | $2.9M |
| Centaurus Financial, Inc. | 0.17% | Reduce -8.1% | 94,574 | $2.6M |
| Blue Bell Private Wealth Management, LLC | 0.53% | Reduce -0.7% | 92,695 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -33.7% | 70,749 | $2.0M |
| Sunbelt Securities, Inc. | 0.18% | Add +2.6% | 64,992 | $1.8M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -2.5% | 56,303 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.8% | 48,724 | $1.3M |
| Old Mission Capital LLC | 0.03% | Add +33.4% | 46,356 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +115.4% | 40,387 | $1.1M |
| CreativeOne Wealth, LLC | 0.05% | No change | 36,719 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.7% | 34,024 | $942K |
| First Commonwealth Financial Corp | 0.20% | No change | 28,605 | $792K |
| Global Trust Asset Management, LLC | 0.18% | No change | 16,500 | $457K |
| Epic Trust Investment Advisors, LLC | 0.44% | No change | 14,503 | $401K |
| Orion Capital Management LLC | 0.19% | Add +18.6% | 12,714 | $352K |
| Vestia Personal Wealth Advisors | 0.31% | — | 10,423 | $288K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 10,000 | $277K |
| HighTower Advisors, LLC | 0.00% | No change | 9,670 | $268K |
| Visionary Wealth Advisors | 0.02% | No change | 8,898 | $246K |
| Arkadios Wealth Advisors | 0.02% | No change | 8,714 | $241K |
| Envestnet Asset Management Inc. | 0.00% | New | 7,420 | $205K |
| Bank of Montreal | 0.00% | No change | 3,000 | $83K |
| Cape Investment Advisory, Inc. | 0.03% | No change | 2,700 | $75K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 2,685 | $74K |
| Harbour Investments, Inc. | 0.00% | No change | 451 | $12K |
| Cwm, LLC | 0.00% | New | 190 | $5K |
| Allworth Financial LP | 0.00% | No change | 122 | $3K |
"% of holder's portfolio" is XBJA's weight in each manager's 13F, not the share of Innovator US Eq Ac 9 Buff-J the manager owns.