BFWM
XBAP icon

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

Bright Futures 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
2025
Q1 		$357K Sell
10,816
-1,214
-10% -$41.8K 0.39% 77
2024
Q4 		$416K Buy
12,030
+790
+7% +$26.7K 0.37% 75
2024
Q3 		$377K Buy
11,240
+510
+5% +$16.6K 0.18% 139
2024
Q2 		$342K Buy
10,730
+63
+0.6% +$1.98K 0.19% 140
2024
Q1 		$345K Buy
+10,667
New +$330K 0.19% 137

Other funds holding XBAP

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Bright Futures Wealth Management's XBAP Position: Q1 2025 in Review

Bright Futures Wealth Management reduced its Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) stake by 10% in Q1 2025, selling an estimated $41.8K and leaving 10,816 shares worth $357K. The position accounts for 0.39% of the portfolio, ranked #77.

Bright Futures Wealth Management first reported a position in XBAP in Q1 2024 and has held it in 5 quarters since. The position peaked at $416K in Q4 2024. 48 funds tracked by Wall St. Rank hold XBAP as of Q1 2025.

  • Bright Futures Wealth Management held 10,816 shares of Innovator US Equity Accelerated 9 Buffer ETF April worth $357K as of Q1 2025.
  • Bright Futures Wealth Management sold 1,214 Innovator US Equity Accelerated 9 Buffer ETF April shares in Q1 2025, an estimated $41.8K.
  • Innovator US Equity Accelerated 9 Buffer ETF April made up 0.39% of Bright Futures Wealth Management's portfolio in Q1 2025, its #77 holding.
  • Bright Futures Wealth Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF April in Q1 2024 and has held it in 5 quarters since.
  • Bright Futures Wealth Management's Innovator US Equity Accelerated 9 Buffer ETF April position peaked at $416K in Q4 2024.
  • 48 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q1 2025.

Based on Bright Futures Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.