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

Elmwood 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
2022
Q1 		– Sell
-1,000
Closed -$27K – 340
2021
Q4 		$27K Buy
+1,000
New +$27.1K 0.01% 231
2021
Q2 		$26K Buy
+1,000
New +$26K 0.01% 207

Other funds holding XBAP

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Elmwood Wealth Management's XBAP Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) in Q1 2022, closing a stake of 1,000 shares — an estimated $27K sold.

Elmwood Wealth Management first reported a position in XBAP in Q2 2021 and held it in 2 quarters. The position peaked at $27K in Q4 2021. 17 funds tracked by Wall St. Rank hold XBAP as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Innovator US Equity Accelerated 9 Buffer ETF April position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 1,000 Innovator US Equity Accelerated 9 Buffer ETF April shares in Q1 2022, an estimated $27K.
  • Elmwood Wealth Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF April in Q2 2021 and held it in 2 quarters.
  • Elmwood Wealth Management's Innovator US Equity Accelerated 9 Buffer ETF April position peaked at $27K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.