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

DHJJ 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
2026 Q1	$419K	Hold	10,704	–	–	0.14%	119
2025 Q4	$414K	Sell	10,704 -220	-2%	-$8.39K	0.14%	115
2025 Q3	$414K	Hold	10,924	–	–	0.14%	114
2025 Q2	$401K	Hold	10,924	–	–	0.14%	114
2025 Q1	$381K	Sell	10,924 -1,490	-12%	-$51.3K	0.15%	112
2024 Q4	$423K	Hold	12,414	–	–	0.16%	105
2024 Q3	$414K	Sell	12,414 -25	-0.2%	-$816	0.16%	107
2024 Q2	$402K	Buy	12,439 +1,760	+16%	+$55.3K	0.17%	105
2024 Q1	$334K	Sell	10,679 -344	-3%	-$10.6K	0.15%	106
2023 Q4	$337K	Sell	11,023 -1,115	-9%	-$33K	0.16%	99
2023 Q3	$351K	Sell	12,138 -1,310	-10%	-$38.2K	0.18%	94
2023 Q2	$389K	Sell	13,448 -190	-1%	-$5.32K	0.2%	95
2023 Q1	$371K	Buy	13,638 +10	+0.1%	+$264	0.2%	95
2022 Q4	$346K	Buy	13,628 +50	+0.4%	+$1.26K	0.2%	100
2022 Q3	$323K	Hold	13,578	–	–	0.19%	98
2022 Q2	$333K	Buy	13,578 +1,446	+12%	+$37.6K	0.19%	99
2022 Q1	$341K	Hold	12,132	–	–	0.16%	101
2021 Q4	$333K	Sell	12,132 -215	-2%	-$5.83K	0.16%	102
2021 Q3	$327K	Buy	12,347 +200	+2%	+$5.33K	0.17%	98
2021 Q2	$321K	Buy	+12,147	New	+$316K	0.17%	95

Other funds holding XBAP

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

MFA

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

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

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

BIG

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

OCM

Orion Capital Management Coronado, California $290M AUM 17.97% 1-Year Est. Return

SCA

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

DHJJ Financial Advisors's XBAP Position: Q1 2026 in Review

DHJJ Financial Advisors held its Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) position steady in Q1 2026 at 10,704 shares worth $419K. The position accounts for 0.14% of the portfolio, ranked #119.

DHJJ Financial Advisors first reported a position in XBAP in Q2 2021 and has held it in 20 quarters since. The position peaked at $423K in Q4 2024. 54 funds tracked by Wall St. Rank hold XBAP as of Q1 2026.

DHJJ Financial Advisors held 10,704 shares of Innovator US Equity Accelerated 9 Buffer ETF April worth $419K as of Q1 2026.
DHJJ Financial Advisors left its Innovator US Equity Accelerated 9 Buffer ETF April share count unchanged in Q1 2026.
Innovator US Equity Accelerated 9 Buffer ETF April made up 0.14% of DHJJ Financial Advisors's portfolio in Q1 2026, its #119 holding.
DHJJ Financial Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF April in Q2 2021 and has held it in 20 quarters since.
DHJJ Financial Advisors's Innovator US Equity Accelerated 9 Buffer ETF April position peaked at $423K in Q4 2024.
54 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.