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Triad Wealth Partners’s Innovator US Equity Accelerated 9 Buffer ETF April XBAP Stock Holding History

Triad Wealth Partners’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
Q1 		– Sell
-13,668
Closed -$529K – 519
2025
Q4 		$529K Buy
13,668
+5,186
+61% +$198K 0.05% 256
2025
Q3 		$321K Buy
+8,482
New +$317K 0.04% 280

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
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 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
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
OCM
Orion Capital Management Coronado, California $290M AUM 17.97% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Triad Wealth Partners's XBAP Position: Q1 2026 in Review

Triad Wealth Partners sold out of Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) in Q1 2026, closing a stake of 13,668 shares — an estimated $529K sold.

Triad Wealth Partners first reported a position in XBAP in Q3 2025 and held it in 2 quarters. The position peaked at $529K in Q4 2025. 54 funds tracked by Wall St. Rank hold XBAP as of Q1 2026.

  • Triad Wealth Partners reported no remaining Innovator US Equity Accelerated 9 Buffer ETF April position as of Q1 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 13,668 Innovator US Equity Accelerated 9 Buffer ETF April shares in Q1 2026, an estimated $529K.
  • Triad Wealth Partners first reported a position in Innovator US Equity Accelerated 9 Buffer ETF April in Q3 2025 and held it in 2 quarters.
  • Triad Wealth Partners's Innovator US Equity Accelerated 9 Buffer ETF April position peaked at $529K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.