AWM
XBAP icon

AE Wealth Management’s Innovator US Equity Accelerated 9 Buffer ETF April XBAP Stock Holding History

AE Wealth Management’s Portfolio XBAP Stock Details XBAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19K Sell
485
-48
-9% -$1.87K ﹤0.01% 2158
2025
Q4 		$20.6K Sell
533
-88
-14% -$3.36K ﹤0.01% 2027
2025
Q3 		$23.5K Buy
621
+75
+14% +$2.8K ﹤0.01% 1871
2025
Q2 		$20.1K Sell
546
-506
-48% -$17.8K ﹤0.01% 1764
2025
Q1 		$36.7K Sell
1,052
-2,959
-74% -$102K ﹤0.01% 1628
2024
Q4 		$137K Buy
+4,011
New +$136K ﹤0.01% 1360

Other funds holding XBAP

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
OCM
Orion Capital Management Coronado, California $290M AUM 17.97% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

AE Wealth Management's XBAP Position: Q1 2026 in Review

AE Wealth Management reduced its Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) stake by 9% in Q1 2026, selling an estimated $1.87K and leaving 485 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #2158.

AE Wealth Management first reported a position in XBAP in Q4 2024 and has held it in 6 quarters since. The position peaked at $137K in Q4 2024. 54 funds tracked by Wall St. Rank hold XBAP as of Q1 2026.

  • AE Wealth Management held 485 shares of Innovator US Equity Accelerated 9 Buffer ETF April worth $19K as of Q1 2026.
  • AE Wealth Management sold 48 Innovator US Equity Accelerated 9 Buffer ETF April shares in Q1 2026, an estimated $1.87K.
  • Innovator US Equity Accelerated 9 Buffer ETF April made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2158 holding.
  • AE Wealth Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF April in Q4 2024 and has held it in 6 quarters since.
  • AE Wealth Management's Innovator US Equity Accelerated 9 Buffer ETF April position peaked at $137K in Q4 2024.
  • 54 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.