Welch Financial Planning’s Innovator US Equity Accelerated 9 Buffer ETF April XBAP Stock Holding History

Welch Financial Planning’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 Q3	$1.47M	Buy	34,160 +10,221	+43%	+$434K	0.82%	26
2026 Q2	$1M	Buy	23,939 +2,802	+13%	+$115K	0.59%	30
2026 Q1	$827K	Sell	21,137 -3,052	-13%	-$119K	0.59%	26
2025 Q4	$935K	Buy	+24,189	New	+$923K	0.68%	24

Other funds holding XBAP

Crosspoint Financial Tustin, California $50.5M AUM 18.09% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return

Vestia Personal Wealth Advisors Fort Wayne, Indiana $264M AUM 16.33% 1-Year Est. Return

Welch Financial Planning's XBAP Position: Q3 2026 in Review

Welch Financial Planning increased its Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) stake by 43% in Q3 2026, buying an estimated $434K and bringing the position to 34,160 shares worth $1.47M. The position accounts for 0.82% of the portfolio, ranked #26.

Welch Financial Planning first reported a position in XBAP in Q4 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold XBAP as of Q3 2026.

Welch Financial Planning held 34,160 shares of Innovator US Equity Accelerated 9 Buffer ETF April worth $1.47M as of Q3 2026.
Welch Financial Planning bought 10,221 Innovator US Equity Accelerated 9 Buffer ETF April shares in Q3 2026, an estimated $434K.
Innovator US Equity Accelerated 9 Buffer ETF April made up 0.82% of Welch Financial Planning's portfolio in Q3 2026, its #26 holding.
Welch Financial Planning first reported a position in Innovator US Equity Accelerated 9 Buffer ETF April in Q4 2025 and has held it in 4 quarters since.
20 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q3 2026.

Based on Welch Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.