Berkshire Money Management’s Innovator US Equity Accelerated 9 Buffer ETF April XBAP Stock Holding History

Berkshire Money 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
2025 Q3	–	Sell	-964	Closed	-$35.4K	–	149
2025 Q2	$35.4K	Buy	+964	New	+$34K	﹤0.01%	142
2022 Q3	–	Sell	-16,253	Closed	-$399K	–	52
2022 Q2	$399K	Buy	+16,253	New	+$422K	0.07%	45

Other funds holding XBAP

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Berkshire Money Management's XBAP Position: Q3 2025 in Review

Berkshire Money Management sold out of Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) in Q3 2025, closing a stake of 964 shares — an estimated $35.4K sold.

Berkshire Money Management first reported a position in XBAP in Q2 2022 and held it in 2 quarters. The position peaked at $399K in Q2 2022. 52 funds tracked by Wall St. Rank hold XBAP as of Q3 2025.

Berkshire Money Management reported no remaining Innovator US Equity Accelerated 9 Buffer ETF April position as of Q3 2025 after selling out during the quarter.
Berkshire Money Management sold 964 Innovator US Equity Accelerated 9 Buffer ETF April shares in Q3 2025, an estimated $35.4K.
Berkshire Money Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF April in Q2 2022 and held it in 2 quarters.
Berkshire Money Management's Innovator US Equity Accelerated 9 Buffer ETF April position peaked at $399K in Q2 2022.
52 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q3 2025.

Based on Berkshire Money Management's 13F filing for Q3 2025, filed 14 Oct 2025.