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Wealth Enhancement & Preservation of GA’s Innovator US Equity Accelerated 9 Buffer ETF April XBAP Stock Holding History

Wealth Enhancement & Preservation of GA’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
2023
Q2 		$395K Buy
+13,637
New +$382K 0.38% 37

Other funds holding XBAP

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
OCM
Orion Capital Management Coronado, California $290M AUM 17.97% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's XBAP Position: Q2 2023 in Review

Wealth Enhancement & Preservation of GA opened a new position in Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) in Q2 2023: 13,637 shares worth $395K. The stake represents 0.38% of the portfolio and ranks #37 among its holdings.

37 funds tracked by Wall St. Rank hold XBAP as of Q2 2023.

  • Wealth Enhancement & Preservation of GA held 13,637 shares of Innovator US Equity Accelerated 9 Buffer ETF April worth $395K as of Q2 2023.
  • Innovator US Equity Accelerated 9 Buffer ETF April was a new Wealth Enhancement & Preservation of GA position in Q2 2023.
  • Innovator US Equity Accelerated 9 Buffer ETF April made up 0.38% of Wealth Enhancement & Preservation of GA's portfolio in Q2 2023, its #37 holding.
  • 37 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q2 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2023, filed 18 Jul 2023.