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 Q2	$20.3K	Hold	485	–	–	﹤0.01%	2250
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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

OCM

Orion Capital Management Coronado, California $323M AUM 25.22% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

AE Wealth Management's XBAP Position: Q2 2026 in Review

AE Wealth Management held its Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) position steady in Q2 2026 at 485 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2250.

AE Wealth Management first reported a position in XBAP in Q4 2024 and has held it in 7 quarters since. The position peaked at $137K in Q4 2024. 43 funds tracked by Wall St. Rank hold XBAP as of Q2 2026.

AE Wealth Management held 485 shares of Innovator US Equity Accelerated 9 Buffer ETF April worth $20.3K as of Q2 2026.
AE Wealth Management left its Innovator US Equity Accelerated 9 Buffer ETF April share count unchanged in Q2 2026.
Innovator US Equity Accelerated 9 Buffer ETF April made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2250 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 7 quarters since.
AE Wealth Management's Innovator US Equity Accelerated 9 Buffer ETF April position peaked at $137K in Q4 2024.
43 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.