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

Institutional & Family 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
2021
Q4 		– Sell
-680
Closed -$18K – 945
2021
Q3 		$18K Hold
680
– – ﹤0.01% 472
2021
Q2 		$18K Buy
+680
New +$17.7K ﹤0.01% 500

Other funds holding XBAP

CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 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
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Institutional & Family Asset Management's XBAP Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) in Q4 2021, closing a stake of 680 shares — an estimated $18K sold.

Institutional & Family Asset Management first reported a position in XBAP in Q2 2021 and held it in 2 quarters. The position peaked at $18K in Q3 2021. 19 funds tracked by Wall St. Rank hold XBAP as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Innovator US Equity Accelerated 9 Buffer ETF April position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 680 Innovator US Equity Accelerated 9 Buffer ETF April shares in Q4 2021, an estimated $18K.
  • Institutional & Family Asset Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF April in Q2 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's Innovator US Equity Accelerated 9 Buffer ETF April position peaked at $18K in Q3 2021.
  • 19 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.