Innovator US Eq Ac 9 Buff-JXBJAETF

13F holders, Q3 2024 (September 30)
32holders −1
2new positions
2sold out
$28.34avg. 13F price*

At the end of Q3 2024, 32 institutions reported holding Innovator US Eq Ac 9 Buff-J (XBJA) in their 13F filings, down 1 from Q2 2024. 2 opened new positions and 2 sold out. The largest holders were Cetera Investment Advisers ($15.5M), Sterling Financial Planning, Inc. ($6.3M) and Millington Financial Advisors, LLC ($5.5M).

Company
Innovator US Eq Ac 9 Buff-J
CUSIP
45783Y780
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 34Q1 2024Q2 2024: 33Q2 2024Q3 2024: 32Q3 2024Q4 2024: 38Q4 2024Q1 2025: 44Q1 2025Q2 2025: 46Q2 2025Q3 2025: 45Q3 2025Q4 2025: 48Q4 2025Q1 2026: 46Q1 2026Q2 2026: 46Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions2$654K
Exits2$271K

All 13F filers, Q2 2024 → Q3 2024: 147,091 shares bought and 247,309 shares sold, net −100,218 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 32 holders

Cetera Investment Advisers 0.03% Add +8.3% 545,562 $15.5M
Sterling Financial Planning, Inc. 2.32% Add +6.3% 222,056 $6.3M
Millington Financial Advisors, LLC 3.43% Reduce -10.9% 194,423 $5.5M
Steward Partners Investment Advisory, LLC 0.04% Add +5.8% 168,729 $4.8M
Osaic Holdings, Inc. 0.01% Add +4.1% 109,024 $3.1M
Old Mission Capital LLC 0.06% Add +98.0% 91,765 $2.6M
Blue Bell Private Wealth Management, LLC 0.49% Reduce -1.9% 90,948 $2.6M
Centaurus Financial, Inc. 0.16% Reduce -6.7% 88,289 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.2% 69,877 $2.0M
Sunbelt Securities, Inc. 0.18% Reduce -1.7% 63,876 $1.8M
Snowden Capital Advisors LLC 0.05% No change 56,303 $1.6M
Commonwealth Equity Services, LLC 0.00% Reduce -6.4% 45,612 $1.3M
CreativeOne Wealth, LLC 0.04% Reduce -0.9% 36,376 $1.0M
Kestra Advisory Services, LLC 0.01% Add +0.0% 34,027 $964K
Brookstone Capital Management 0.01% Reduce -70.3% 33,681 $955K
First Commonwealth Financial Corp 0.19% No change 28,605 $811K
Capasso Planning Partners LLC 0.23% Reduce -75.7% 27,973 $793K
Global Trust Asset Management, LLC 0.17% No change 16,500 $468K
Encompass More Asset Management 0.17% New 16,095 $456K
Orion Capital Management LLC 0.18% No change 12,714 $360K
Vestia Personal Wealth Advisors 0.28% No change 10,423 $295K
Fort Washington Investment Advisors Inc. 0.00% No change 10,000 $283K
Cwm, LLC 0.00% Add +4924.2% 9,546 $271K
Visionary Wealth Advisors 0.02% No change 8,898 $252K
Susquehanna International Group, LLP 0.00% Reduce -78.2% 8,810 $250K
Arkadios Wealth Advisors 0.01% Reduce -1.4% 8,596 $244K
Envestnet Asset Management Inc. 0.00% Add +9.3% 8,113 $230K
Barclays PLC 0.00% New 6,992 $198K
Cape Investment Advisory, Inc. 0.03% No change 2,700 $77K
DHJJ Financial Advisors, Ltd. 0.03% No change 2,685 $76K
Bank of Montreal 0.00% Reduce -66.7% 1,000 $28K
Harbour Investments, Inc. 0.00% No change 451 $13K

"% 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.