Envestnet Asset Management
XBAP icon

Envestnet Asset Management’s Innovator US Equity Accelerated 9 Buffer ETF April XBAP Stock Holding History

Envestnet Asset 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
2026
Q1 		$1.06M Sell
27,118
-1,559
-5% -$60.6K ﹤0.01% 3439
2025
Q4 		$1.11M Buy
28,677
+1,523
+6% +$58.1K ﹤0.01% 3206
2025
Q3 		$1.03M Buy
27,154
+1,240
+5% +$46.3K ﹤0.01% 3309
2025
Q2 		$952K Buy
25,914
+4,160
+19% +$147K ﹤0.01% 3306
2025
Q1 		$759K Buy
21,754
+2,723
+14% +$93.8K ﹤0.01% 3375
2024
Q4 		$649K Buy
19,031
+3,373
+22% +$114K ﹤0.01% 3434
2024
Q3 		$523K Buy
15,658
+198
+1% +$6.46K ﹤0.01% 3524
2024
Q2 		$499K Buy
15,460
+693
+5% +$21.8K ﹤0.01% 3461
2024
Q1 		$461K Buy
14,767
+1,811
+14% +$56K ﹤0.01% 3489
2023
Q4 		$396K Sell
12,956
-5,810
-31% -$172K ﹤0.01% 3448
2023
Q3 		$543K Sell
18,766
-1,115
-6% -$32.5K ﹤0.01% 3206
2023
Q2 		$576K Sell
19,881
-606
-3% -$17K ﹤0.01% 3123
2023
Q1 		$563K Buy
20,487
+8,561
+72% +$226K ﹤0.01% 3060
2022
Q4 		$303K Sell
11,926
-156,579
-93% -$3.95M ﹤0.01% 3423
2022
Q3 		$4.01M Buy
168,505
+94,341
+127% +$2.42M ﹤0.01% 1646
2022
Q2 		$1.82M Buy
74,164
+14,850
+25% +$386K ﹤0.01% 2164
2022
Q1 		$1.64M Buy
+59,314
New +$1.62M ﹤0.01% 2327

Other funds holding XBAP

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

Envestnet Asset Management's XBAP Position: Q1 2026 in Review

Envestnet Asset Management reduced its Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) stake by 5.4% in Q1 2026, selling an estimated $60.6K and leaving 27,118 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #3439.

Envestnet Asset Management first reported a position in XBAP in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.01M in Q3 2022. 54 funds tracked by Wall St. Rank hold XBAP as of Q1 2026.

  • Envestnet Asset Management held 27,118 shares of Innovator US Equity Accelerated 9 Buffer ETF April worth $1.06M as of Q1 2026.
  • Envestnet Asset Management sold 1,559 Innovator US Equity Accelerated 9 Buffer ETF April shares in Q1 2026, an estimated $60.6K.
  • Innovator US Equity Accelerated 9 Buffer ETF April made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3439 holding.
  • Envestnet Asset Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF April in Q1 2022 and has held it in 17 quarters since.
  • Envestnet Asset Management's Innovator US Equity Accelerated 9 Buffer ETF April position peaked at $4.01M in Q3 2022.
  • 54 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.