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Clear Point Advisors’s Innovator US Equity Accelerated 9 Buffer ETF April XBAP Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-400
Closed -$13.3K – 537
2024
Q3 		$13.3K Hold
400
– – 0.01% 309
2024
Q2 		$12.9K Hold
400
– – 0.01% 304
2024
Q1 		$12.5K Sell
400
-1,100
-73% -$34K 0.01% 313
2023
Q4 		$45.9K Buy
+1,500
New +$44.4K 0.04% 197

Other funds holding XBAP

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
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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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
W
WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return
OCM
Orion Capital Management Coronado, California $290M AUM 17.97% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Clear Point Advisors's XBAP Position: Q4 2024 in Review

Clear Point Advisors sold out of Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) in Q4 2024, closing a stake of 400 shares — an estimated $13.3K sold.

Clear Point Advisors first reported a position in XBAP in Q4 2023 and held it in 4 quarters. The position peaked at $45.9K in Q4 2023. 43 funds tracked by Wall St. Rank hold XBAP as of Q4 2024.

  • Clear Point Advisors reported no remaining Innovator US Equity Accelerated 9 Buffer ETF April position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 400 Innovator US Equity Accelerated 9 Buffer ETF April shares in Q4 2024, an estimated $13.3K.
  • Clear Point Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF April in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Innovator US Equity Accelerated 9 Buffer ETF April position peaked at $45.9K in Q4 2023.
  • 43 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.