Vestia Personal Wealth Advisors’s Innovator US Equity Accelerated 9 Buffer ETF April XBAP Stock Holding History

Vestia Personal Wealth Advisors’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 Q2	$341K	Sell	8,122 -5,439	-40%	-$224K	0.13%	83
2026 Q1	$531K	Sell	13,561 -6,450	-32%	-$251K	0.25%	51
2025 Q4	$775K	Sell	20,011 -2,199	-10%	-$83.9K	0.39%	36
2025 Q3	$841K	Sell	22,210 -2,138	-9%	-$79.8K	0.49%	35
2025 Q2	$895K	Sell	24,348 -61	-0.2%	-$2.15K	0.61%	32
2025 Q1	$852K	Sell	24,409 -3,265	-12%	-$113K	0.67%	30
2024 Q4	$944K	Sell	27,674 -400	-1%	-$13.5K	0.78%	29
2024 Q3	$937K	Hold	28,074	–	–	0.88%	23
2024 Q2	$906K	Buy	+28,074	New	+$881K	0.97%	22

Other funds holding XBAP

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

OCM

Orion Capital Management Coronado, California $323M AUM 25.22% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

Vestia Personal Wealth Advisors's XBAP Position: Q2 2026 in Review

Vestia Personal Wealth Advisors reduced its Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) stake by 40% in Q2 2026, selling an estimated $224K and leaving 8,122 shares worth $341K. The position accounts for 0.13% of the portfolio, ranked #83.

Vestia Personal Wealth Advisors first reported a position in XBAP in Q2 2024 and has held it in 9 quarters since. The position peaked at $944K in Q4 2024. 44 funds tracked by Wall St. Rank hold XBAP as of Q2 2026.

Vestia Personal Wealth Advisors held 8,122 shares of Innovator US Equity Accelerated 9 Buffer ETF April worth $341K as of Q2 2026.
Vestia Personal Wealth Advisors sold 5,439 Innovator US Equity Accelerated 9 Buffer ETF April shares in Q2 2026, an estimated $224K.
Innovator US Equity Accelerated 9 Buffer ETF April made up 0.13% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Vestia Personal Wealth Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF April in Q2 2024 and has held it in 9 quarters since.
Vestia Personal Wealth Advisors's Innovator US Equity Accelerated 9 Buffer ETF April position peaked at $944K in Q4 2024.
44 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.