Outlook Wealth Advisors’s Innovator US Equity Accelerated 9 Buffer ETF April XBAP Stock Holding History

Outlook Wealth 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	$342K	Sell	8,728 -3,380	-28%	-$131K	0.08%	223
2025 Q4	$468K	Hold	12,108	–	–	0.11%	174
2025 Q3	$458K	Hold	12,108	–	–	0.11%	165
2025 Q2	$445K	Hold	12,108	–	–	0.11%	167
2025 Q1	$423K	Sell	12,108 -144	-1%	-$4.96K	0.12%	160
2024 Q4	$418K	Sell	12,252 -1,080	-8%	-$36.5K	0.12%	163
2024 Q3	$445K	Buy	13,332 +30	+0.2%	+$979	0.13%	143
2024 Q2	$502K	Sell	13,302 -2	-0%	-$63	0.16%	131
2024 Q1	$416K	Hold	13,304	–	–	0.13%	159
2023 Q4	$407K	Sell	13,304 -2,084	-14%	-$61.7K	0.14%	140
2023 Q3	$445K	Hold	15,388	–	–	0.17%	127
2023 Q2	$446K	Buy	+15,388	New	+$431K	0.17%	135

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 $888M AUM 32.21% 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

Outlook Wealth Advisors's XBAP Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) stake by 28% in Q1 2026, selling an estimated $131K and leaving 8,728 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #223.

Outlook Wealth Advisors first reported a position in XBAP in Q2 2023 and has held it in 12 quarters since. The position peaked at $502K in Q2 2024. 54 funds tracked by Wall St. Rank hold XBAP as of Q1 2026.

Outlook Wealth Advisors held 8,728 shares of Innovator US Equity Accelerated 9 Buffer ETF April worth $342K as of Q1 2026.
Outlook Wealth Advisors sold 3,380 Innovator US Equity Accelerated 9 Buffer ETF April shares in Q1 2026, an estimated $131K.
Innovator US Equity Accelerated 9 Buffer ETF April made up 0.08% of Outlook Wealth Advisors's portfolio in Q1 2026, its #223 holding.
Outlook Wealth Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF April in Q2 2023 and has held it in 12 quarters since.
Outlook Wealth Advisors's Innovator US Equity Accelerated 9 Buffer ETF April position peaked at $502K in Q2 2024.
54 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.