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Allworth Financial’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Allworth Financial’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
2023
Q3 		– Sell
-13
Closed -$335 – 3562
2023
Q2 		$335 Buy
+13
New +$326 ﹤0.01% 2982

Other funds holding XBOC

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial's XBOC Position: Q3 2023 in Review

Allworth Financial sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q3 2023, closing a stake of 13 shares — an estimated $335 sold.

Allworth Financial first reported a position in XBOC in Q2 2023 and held it in 1 quarter. The position peaked at $335 in Q2 2023. 22 funds tracked by Wall St. Rank hold XBOC as of Q3 2023.

  • Allworth Financial reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q3 2023 after selling out during the quarter.
  • Allworth Financial sold 13 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q3 2023, an estimated $335.
  • Allworth Financial first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q2 2023 and held it in 1 quarter.
  • Allworth Financial's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $335 in Q2 2023.
  • 22 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q3 2023.

Based on Allworth Financial's 13F filing for Q3 2023, filed 31 Oct 2023.