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Brown Financial Advisors’s Innovator US Equity Accelerated 9 Buffer ETF April XBAP Stock Holding History

Brown Financial Advisors’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
-14,528
Closed -$534K – 169
2025
Q2 		$534K Buy
+14,528
New +$512K 0.21% 101

Other funds holding XBAP

SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
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 $888M AUM 32.21% 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

Brown Financial Advisors's XBAP Position: Q3 2025 in Review

Brown Financial Advisors sold out of Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) in Q3 2025, closing a stake of 14,528 shares — an estimated $534K sold.

Brown Financial Advisors first reported a position in XBAP in Q2 2025 and held it in 1 quarter. The position peaked at $534K in Q2 2025. 52 funds tracked by Wall St. Rank hold XBAP as of Q3 2025.

  • Brown Financial Advisors reported no remaining Innovator US Equity Accelerated 9 Buffer ETF April position as of Q3 2025 after selling out during the quarter.
  • Brown Financial Advisors sold 14,528 Innovator US Equity Accelerated 9 Buffer ETF April shares in Q3 2025, an estimated $534K.
  • Brown Financial Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF April in Q2 2025 and held it in 1 quarter.
  • Brown Financial Advisors's Innovator US Equity Accelerated 9 Buffer ETF April position peaked at $534K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q3 2025.

Based on Brown Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.