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Atria Wealth Solutions’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-9,200
Closed -$256K – 2072
2023
Q4 		$256K Buy
+9,200
New +$247K ﹤0.01% 1612

Other funds holding XBOC

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Atria Wealth Solutions's XBOC Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q1 2024, closing a stake of 9,200 shares — an estimated $256K sold.

Atria Wealth Solutions first reported a position in XBOC in Q4 2023 and held it in 1 quarter. The position peaked at $256K in Q4 2023. 32 funds tracked by Wall St. Rank hold XBOC as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,200 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q1 2024, an estimated $256K.
  • Atria Wealth Solutions first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q4 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $256K in Q4 2023.
  • 32 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.