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Stuart Chaussee & Associates’s Innovator US Equity Accelerated 9 Buffer ETF April XBAP Stock Holding History

Stuart Chaussee & Associates’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 		– Sell
-1,420,593
Closed -$53.8M – 161
2025
Q3 		$53.8M Sell
1,420,593
-3,525
-0.2% -$132K 11.73% 4
2025
Q2 		$52.3M Buy
+1,424,118
New +$50.2M 11.79% 3

Other funds holding XBAP

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Stuart Chaussee & Associates's XBAP Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) in Q4 2025, closing a stake of 1,420,593 shares — an estimated $53.8M sold.

Stuart Chaussee & Associates first reported a position in XBAP in Q2 2025 and held it in 2 quarters. The position peaked at $53.8M in Q3 2025. 54 funds tracked by Wall St. Rank hold XBAP as of Q4 2025.

  • Stuart Chaussee & Associates reported no remaining Innovator US Equity Accelerated 9 Buffer ETF April position as of Q4 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 1,420,593 Innovator US Equity Accelerated 9 Buffer ETF April shares in Q4 2025, an estimated $53.8M.
  • Stuart Chaussee & Associates first reported a position in Innovator US Equity Accelerated 9 Buffer ETF April in Q2 2025 and held it in 2 quarters.
  • Stuart Chaussee & Associates's Innovator US Equity Accelerated 9 Buffer ETF April position peaked at $53.8M in Q3 2025.
  • 54 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.