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Arkadios Wealth Advisors’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Arkadios Wealth Advisors’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
2024
Q4 		– Sell
-7,506
Closed -$223K – 1002
2024
Q3 		$223K Sell
7,506
-350
-4% -$10.3K 0.01% 805
2024
Q2 		$230K Hold
7,856
– – 0.02% 723
2024
Q1 		$226K Sell
7,856
-800
-9% -$22.6K 0.02% 625
2023
Q4 		$241K Sell
8,656
-912
-10% -$24.5K 0.02% 597
2023
Q3 		$251K Buy
9,568
+1,560
+19% +$40.5K 0.02% 551
2023
Q2 		$206K Buy
+8,008
New +$201K 0.02% 572

Other funds holding XBOC

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
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
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Arkadios Wealth Advisors's XBOC Position: Q4 2024 in Review

Arkadios Wealth Advisors sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q4 2024, closing a stake of 7,506 shares — an estimated $223K sold.

Arkadios Wealth Advisors first reported a position in XBOC in Q2 2023 and held it in 6 quarters. The position peaked at $251K in Q3 2023. 41 funds tracked by Wall St. Rank hold XBOC as of Q4 2024.

  • Arkadios Wealth Advisors reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q4 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 7,506 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q4 2024, an estimated $223K.
  • Arkadios Wealth Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q2 2023 and held it in 6 quarters.
  • Arkadios Wealth Advisors's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $251K in Q3 2023.
  • 41 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q4 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.