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AE Wealth Management’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

AE Wealth Management’s Portfolio XBOC Stock Details XBOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$58.5K Sell
1,779
-56
-3% -$1.88K ﹤0.01% 1926
2025
Q4 		$61.6K Sell
1,835
-101
-5% -$3.34K ﹤0.01% 1810
2025
Q3 		$63.5K Buy
1,936
+152
+9% +$4.92K ﹤0.01% 1672
2025
Q2 		$56.8K Sell
1,784
-989
-36% -$29.8K ﹤0.01% 1588
2025
Q1 		$82.6K Sell
2,773
-3,239
-54% -$98.5K ﹤0.01% 1493
2024
Q4 		$182K Buy
+6,012
New +$181K ﹤0.01% 1298

Other funds holding XBOC

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AE Wealth Management's XBOC Position: Q1 2026 in Review

AE Wealth Management reduced its Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) stake by 3.1% in Q1 2026, selling an estimated $1.88K and leaving 1,779 shares worth $58.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

AE Wealth Management first reported a position in XBOC in Q4 2024 and has held it in 6 quarters since. The position peaked at $182K in Q4 2024. 40 funds tracked by Wall St. Rank hold XBOC as of Q1 2026.

  • AE Wealth Management held 1,779 shares of Innovator US Equity Accelerated 9 Buffer ETF October worth $58.5K as of Q1 2026.
  • AE Wealth Management sold 56 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q1 2026, an estimated $1.88K.
  • Innovator US Equity Accelerated 9 Buffer ETF October made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1926 holding.
  • AE Wealth Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q4 2024 and has held it in 6 quarters since.
  • AE Wealth Management's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $182K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.