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 Q2	$63.2K	Hold	1,779	–	–	﹤0.01%	2044
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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return

AE Wealth Management's XBOC Position: Q2 2026 in Review

AE Wealth Management held its Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) position steady in Q2 2026 at 1,779 shares worth $63.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

AE Wealth Management first reported a position in XBOC in Q4 2024 and has held it in 7 quarters since. The position peaked at $182K in Q4 2024. 39 funds tracked by Wall St. Rank hold XBOC as of Q2 2026.

AE Wealth Management held 1,779 shares of Innovator US Equity Accelerated 9 Buffer ETF October worth $63.2K as of Q2 2026.
AE Wealth Management left its Innovator US Equity Accelerated 9 Buffer ETF October share count unchanged in Q2 2026.
Innovator US Equity Accelerated 9 Buffer ETF October made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2044 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 7 quarters since.
AE Wealth Management's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $182K in Q4 2024.
39 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.