WP
XBAP icon

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

WealthPLAN 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
2024
Q1 		– Sell
-13,427
Closed -$411K – 348
2023
Q4 		$411K Sell
13,427
-4,401
-25% -$130K 0.04% 242
2023
Q3 		$515K Sell
17,828
-49,207
-73% -$1.43M 0.06% 198
2023
Q2 		$1.94M Buy
+67,035
New +$1.88M 0.27% 93

Other funds holding XBAP

FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
OCM
Orion Capital Management Coronado, California $290M AUM 17.97% 1-Year Est. Return
W
WorthPointe La Jolla, California $367M AUM 18.78% 1-Year Est. Return