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Atria Wealth Solutions’s Innovator US Equity Accelerated 9 Buffer ETF April XBAP Stock Holding History

Atria Wealth Solutions’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
2024
Q3 		– Sell
-18,600
Closed -$600K – 2060
2024
Q2 		$600K Buy
+18,600
New +$584K 0.01% 1146

Other funds holding XBAP

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Andina Capital Management Lehi, Utah $113M AUM 7.76% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
OCM
Orion Capital Management Coronado, California $290M AUM 17.97% 1-Year Est. Return

Atria Wealth Solutions's XBAP Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) in Q3 2024, closing a stake of 18,600 shares — an estimated $600K sold.

Atria Wealth Solutions first reported a position in XBAP in Q2 2024 and held it in 1 quarter. The position peaked at $600K in Q2 2024. 45 funds tracked by Wall St. Rank hold XBAP as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Innovator US Equity Accelerated 9 Buffer ETF April position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 18,600 Innovator US Equity Accelerated 9 Buffer ETF April shares in Q3 2024, an estimated $600K.
  • Atria Wealth Solutions first reported a position in Innovator US Equity Accelerated 9 Buffer ETF April in Q2 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Innovator US Equity Accelerated 9 Buffer ETF April position peaked at $600K in Q2 2024.
  • 45 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.