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

IMG 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
2026 Q2	$56.6K	Sell	1,350 -2	-0.1%	-$82	0.03%	178
2026 Q1	$52.9K	Hold	1,352	–	–	0.03%	167
2025 Q4	$52.3K	Sell	1,352 -2,781	-67%	-$106K	0.03%	164
2025 Q3	$156K	Hold	4,133	–	–	0.11%	98
2025 Q2	$152K	Sell	4,133 -5,397	-57%	-$190K	0.12%	96
2025 Q1	$333K	Hold	9,530	–	–	0.3%	43
2024 Q4	$325K	Buy	+9,530	New	+$322K	0.3%	43

Other funds holding XBAP

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

OCM

Orion Capital Management Coronado, California $323M AUM 25.22% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

IMG Wealth Management's XBAP Position: Q2 2026 in Review

IMG Wealth Management reduced its Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) stake by 0.15% in Q2 2026, selling an estimated $82 and leaving 1,350 shares worth $56.6K. The position accounts for 0.03% of the portfolio, ranked #178.

IMG Wealth Management first reported a position in XBAP in Q4 2024 and has held it in 7 quarters since. The position peaked at $333K in Q1 2025. 43 funds tracked by Wall St. Rank hold XBAP as of Q2 2026.

IMG Wealth Management held 1,350 shares of Innovator US Equity Accelerated 9 Buffer ETF April worth $56.6K as of Q2 2026.
IMG Wealth Management sold 2 Innovator US Equity Accelerated 9 Buffer ETF April shares in Q2 2026, an estimated $82.
Innovator US Equity Accelerated 9 Buffer ETF April made up 0.03% of IMG Wealth Management's portfolio in Q2 2026, its #178 holding.
IMG Wealth Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF April in Q4 2024 and has held it in 7 quarters since.
IMG Wealth Management's Innovator US Equity Accelerated 9 Buffer ETF April position peaked at $333K in Q1 2025.
43 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.