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 Q3	$375K	Hold	8,728	–	–	0.08%	226
2026 Q2	$366K	Hold	8,728	–	–	0.08%	220
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

Crosspoint Financial Tustin, California $50.5M AUM 18.09% 1-Year Est. Return

Welch Financial Planning Boulder, Colorado $178M AUM 17.62% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return

Vestia Personal Wealth Advisors Fort Wayne, Indiana $264M AUM 16.33% 1-Year Est. Return

Outlook Wealth Advisors's XBAP Position: Q3 2026 in Review

Outlook Wealth Advisors held its Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) position steady in Q3 2026 at 8,728 shares worth $375K. The position accounts for 0.08% of the portfolio, ranked #226.

Outlook Wealth Advisors first reported a position in XBAP in Q2 2023 and has held it in 14 quarters since. The position peaked at $502K in Q2 2024. 20 funds tracked by Wall St. Rank hold XBAP as of Q3 2026.

Outlook Wealth Advisors held 8,728 shares of Innovator US Equity Accelerated 9 Buffer ETF April worth $375K as of Q3 2026.
Outlook Wealth Advisors left its Innovator US Equity Accelerated 9 Buffer ETF April share count unchanged in Q3 2026.
Innovator US Equity Accelerated 9 Buffer ETF April made up 0.08% of Outlook Wealth Advisors's portfolio in Q3 2026, its #226 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 14 quarters since.
Outlook Wealth Advisors's Innovator US Equity Accelerated 9 Buffer ETF April position peaked at $502K in Q2 2024.
20 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q3 2026.

Based on Outlook Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.