Sterling Financial Planning’s Innovator US Equity Accelerated 9 Buffer ETF April XBAP Stock Holding History

Sterling Financial Planning’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	$328K	Hold	7,634	–	–	0.09%	94
2026 Q2	$320K	Sell	7,634 -98	-1%	-$4.04K	0.09%	97
2026 Q1	$303K	Hold	7,732	–	–	0.09%	91
2025 Q4	$299K	Sell	7,732 -13	-0.2%	-$496	0.09%	90
2025 Q3	$293K	Hold	7,745	–	–	0.09%	92
2025 Q2	$285K	Hold	7,745	–	–	0.1%	91
2025 Q1	$270K	Hold	7,745	–	–	0.1%	94
2024 Q4	$264K	Hold	7,745	–	–	0.1%	92
2024 Q3	$258K	Sell	7,745 -263	-3%	-$8.58K	0.1%	97
2024 Q2	$259K	Buy	+8,008	New	+$251K	0.1%	97
2021 Q4	–	Sell	-1,421	Closed	-$38K	–	407
2021 Q3	$38K	Hold	1,421	–	–	0.02%	213
2021 Q2	$38K	Buy	+1,421	New	+$37K	0.02%	200

Other funds holding XBAP

Crosspoint Financial Tustin, California $50.5M AUM 18.09% 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

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

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

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Sterling Financial Planning's XBAP Position: Q3 2026 in Review

Sterling Financial Planning held its Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) position steady in Q3 2026 at 7,634 shares worth $328K. The position accounts for 0.09% of the portfolio, ranked #94.

Sterling Financial Planning first reported a position in XBAP in Q2 2021 and has held it in 12 quarters since. 16 funds tracked by Wall St. Rank hold XBAP as of Q3 2026.

Sterling Financial Planning held 7,634 shares of Innovator US Equity Accelerated 9 Buffer ETF April worth $328K as of Q3 2026.
Sterling Financial Planning 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 0.09% of Sterling Financial Planning's portfolio in Q3 2026, its #94 holding.
Sterling Financial Planning first reported a position in Innovator US Equity Accelerated 9 Buffer ETF April in Q2 2021 and has held it in 12 quarters since.
16 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q3 2026.

Based on Sterling Financial Planning's 13F filing for Q3 2026, filed 28 Oct 2026.