Sequoia Financial Advisors’s Innovator US Equity Accelerated 9 Buffer ETF April XBAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $220K | Sell |
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|
2025
Q2 | $214K | Sell |
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|
2025
Q1 | $204K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $440K | Sell |
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|
2024
Q2 | $426K | Sell |
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|
2024
Q1 | $412K | Hold |
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|
2023
Q4 | $404K | Sell |
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|
2023
Q3 | $457K | Hold |
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|
2023
Q2 | $458K | Hold |
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|
2023
Q1 | $434K | Buy |
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