Sequoia Financial Advisors’s Innovator US Equity Accelerated 9 Buffer ETF April XBAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
5,828
-4
| -0.1% | -$147 | ﹤0.01% | 1437 |
|
|
2025
Q1 | $204K | Buy |
+5,832
| New | +$204K | ﹤0.01% | 1255 |
|
|
2024
Q4 | – | Sell |
-13,196
| Closed | -$440K | – | 1411 |
|
|
2024
Q3 | $440K | Sell |
13,196
-4
| -0% | -$133 | ﹤0.01% | 803 |
|
|
2024
Q2 | $426K | Sell |
13,200
-4
| -0% | -$129 | 0.01% | 757 |
|
|
2024
Q1 | $412K | Hold |
13,204
| – | – | 0.01% | 748 |
|
|
2023
Q4 | $404K | Sell |
13,204
-2,604
| -16% | -$79.6K | 0.01% | 807 |
|
|
2023
Q3 | $457K | Hold |
15,808
| – | – | 0.01% | 543 |
|
|
2023
Q2 | $458K | Hold |
15,808
| – | – | 0.01% | 548 |
|
|
2023
Q1 | $434K | Buy |
+15,808
| New | +$434K | 0.01% | 505 |
|