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World Investment Advisors’s Innovator US Equity Accelerated 9 Buffer ETF April XBAP Stock Holding History

World Investment Advisors’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
-12,743
Closed -$390K – 489
2023
Q4 		$390K Buy
12,743
+171
+1% +$5.07K 0.05% 262
2023
Q3 		$363K Sell
12,572
-520
-4% -$15.2K 0.07% 174
2023
Q2 		$379K Buy
+13,092
New +$367K 0.07% 161

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 $6.3B AUM 14.68% 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
W
WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return

World Investment Advisors's XBAP Position: Q1 2024 in Review

World Investment Advisors sold out of Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) in Q1 2024, closing a stake of 12,743 shares — an estimated $390K sold.

World Investment Advisors first reported a position in XBAP in Q2 2023 and held it in 3 quarters. The position peaked at $390K in Q4 2023. 33 funds tracked by Wall St. Rank hold XBAP as of Q1 2024.

  • World Investment Advisors reported no remaining Innovator US Equity Accelerated 9 Buffer ETF April position as of Q1 2024 after selling out during the quarter.
  • World Investment Advisors sold 12,743 Innovator US Equity Accelerated 9 Buffer ETF April shares in Q1 2024, an estimated $390K.
  • World Investment Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF April in Q2 2023 and held it in 3 quarters.
  • World Investment Advisors's Innovator US Equity Accelerated 9 Buffer ETF April position peaked at $390K in Q4 2023.
  • 33 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q1 2024.

Based on World Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.