WFP
XBAP icon

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
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

BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM

Welch Financial Planning's XBAP Position: Q2 2026 in Review

Welch Financial Planning increased its Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) stake by 13% in Q2 2026, buying an estimated $115K and bringing the position to 23,939 shares worth $1M. The position accounts for 0.59% of the portfolio, ranked #30.

Welch Financial Planning first reported a position in XBAP in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold XBAP as of Q2 2026.

  • Welch Financial Planning held 23,939 shares of Innovator US Equity Accelerated 9 Buffer ETF April worth $1M as of Q2 2026.
  • Welch Financial Planning bought 2,802 Innovator US Equity Accelerated 9 Buffer ETF April shares in Q2 2026, an estimated $115K.
  • Innovator US Equity Accelerated 9 Buffer ETF April made up 0.59% of Welch Financial Planning's portfolio in Q2 2026, its #30 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 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.