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Crown Wealth Group’s Innovator US Equity Accelerated 9 Buffer ETF April XBAP Stock Holding History

Crown Wealth Group’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
Q1 		– Sell
-9,703
Closed -$297K – 119
2023
Q4 		$297K Hold
9,703
– – 0.18% 63
2023
Q3 		$281K Hold
9,703
– – 0.21% 52
2023
Q2 		$281K Buy
9,703
+1,774
+22% +$49.7K 0.22% 52
2023
Q1 		$218K Buy
+7,929
New +$209K 0.18% 57

Other funds holding XBAP

FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
OCM
Orion Capital Management Coronado, California $290M AUM 17.97% 1-Year Est. Return
W
WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return

Crown Wealth Group's XBAP Position: Q1 2024 in Review

Crown Wealth Group sold out of Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) in Q1 2024, closing a stake of 9,703 shares — an estimated $297K sold.

Crown Wealth Group first reported a position in XBAP in Q1 2023 and held it in 4 quarters. The position peaked at $297K in Q4 2023. 33 funds tracked by Wall St. Rank hold XBAP as of Q1 2024.

  • Crown Wealth Group reported no remaining Innovator US Equity Accelerated 9 Buffer ETF April position as of Q1 2024 after selling out during the quarter.
  • Crown Wealth Group sold 9,703 Innovator US Equity Accelerated 9 Buffer ETF April shares in Q1 2024, an estimated $297K.
  • Crown Wealth Group first reported a position in Innovator US Equity Accelerated 9 Buffer ETF April in Q1 2023 and held it in 4 quarters.
  • Crown Wealth Group's Innovator US Equity Accelerated 9 Buffer ETF April position peaked at $297K in Q4 2023.
  • 33 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q1 2024.

Based on Crown Wealth Group's 13F filing for Q1 2024, filed 1 May 2024.