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 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 $32.7B AUM 19.2% 1-Year Est. Return

Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 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

Vestia Personal Wealth Advisors's XBAP Position: Q1 2026 in Review

Vestia Personal Wealth Advisors reduced its Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) stake by 32% in Q1 2026, selling an estimated $251K and leaving 13,561 shares worth $531K. The position accounts for 0.25% of the portfolio, ranked #51.

Vestia Personal Wealth Advisors first reported a position in XBAP in Q2 2024 and has held it in 8 quarters since. The position peaked at $944K in Q4 2024. 54 funds tracked by Wall St. Rank hold XBAP as of Q1 2026.

Vestia Personal Wealth Advisors held 13,561 shares of Innovator US Equity Accelerated 9 Buffer ETF April worth $531K as of Q1 2026.
Vestia Personal Wealth Advisors sold 6,450 Innovator US Equity Accelerated 9 Buffer ETF April shares in Q1 2026, an estimated $251K.
Innovator US Equity Accelerated 9 Buffer ETF April made up 0.25% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #51 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 8 quarters since.
Vestia Personal Wealth Advisors's Innovator US Equity Accelerated 9 Buffer ETF April position peaked at $944K in Q4 2024.
54 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.