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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 $715M AUM 24.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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 $323M AUM 25.22% 1-Year Est. Return
W
WorthPointe La Jolla, California $399M AUM 22.49% 1-Year Est. Return

WealthPLAN Partners's XBAP Position: Q1 2024 in Review

WealthPLAN Partners sold out of Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) in Q1 2024, closing a stake of 13,427 shares — an estimated $411K sold.

WealthPLAN Partners first reported a position in XBAP in Q2 2023 and held it in 3 quarters. The position peaked at $1.94M in Q2 2023. 33 funds tracked by Wall St. Rank hold XBAP as of Q1 2024.

  • WealthPLAN Partners reported no remaining Innovator US Equity Accelerated 9 Buffer ETF April position as of Q1 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 13,427 Innovator US Equity Accelerated 9 Buffer ETF April shares in Q1 2024, an estimated $411K.
  • WealthPLAN Partners first reported a position in Innovator US Equity Accelerated 9 Buffer ETF April in Q2 2023 and held it in 3 quarters.
  • WealthPLAN Partners's Innovator US Equity Accelerated 9 Buffer ETF April position peaked at $1.94M in Q2 2023.
  • 33 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.