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

Safe Harbor 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
2025
Q4 		$205K Buy
+5,285
New +$202K 0.2% 96

Other funds holding XBAP

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return
Cetera Investment Advisers
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Safe Harbor Wealth Advisors's XBAP Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) in Q4 2025: 5,285 shares worth $205K. The stake represents 0.2% of the portfolio and ranks #96 among its holdings.

54 funds tracked by Wall St. Rank hold XBAP as of Q4 2025.

  • Safe Harbor Wealth Advisors held 5,285 shares of Innovator US Equity Accelerated 9 Buffer ETF April worth $205K as of Q4 2025.
  • Innovator US Equity Accelerated 9 Buffer ETF April was a new Safe Harbor Wealth Advisors position in Q4 2025.
  • Innovator US Equity Accelerated 9 Buffer ETF April made up 0.2% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #96 holding.
  • 54 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.