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

Blue Bell Private 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	$3.88M	Sell	109,243 -1,763	-2%	-$61.4K	0.48%	38
2026 Q1	$3.65M	Buy	111,006 +437	+0.4%	+$14.7K	0.52%	35
2025 Q4	$3.71M	Sell	110,569 -3,022	-3%	-$100K	0.54%	33
2025 Q3	$3.73M	Sell	113,591 -2,164	-2%	-$70K	0.57%	31
2025 Q2	$3.69M	Sell	115,755 -821	-0.7%	-$24.8K	0.62%	31
2025 Q1	$3.47M	Sell	116,576 -86	-0.1%	-$2.62K	0.66%	28
2024 Q4	$3.52M	Sell	116,662 -953	-0.8%	-$28.7K	0.67%	29
2024 Q3	$3.5M	Sell	117,615 -1,617	-1%	-$47.6K	0.67%	29
2024 Q2	$3.49M	Sell	119,232 -1,760	-1%	-$50.9K	0.72%	25
2024 Q1	$3.48M	Sell	120,992 -1,068	-0.9%	-$30.2K	0.75%	24
2023 Q4	$3.4M	Buy	122,060 +2,128	+2%	+$57.2K	0.81%	23
2023 Q3	$3.15M	Sell	119,932 -3,647	-3%	-$94.6K	0.85%	21
2023 Q2	$3.18M	Sell	123,579 -493	-0.4%	-$12.4K	0.84%	21
2023 Q1	$3.05M	Buy	124,072 +1,315	+1%	+$31.6K	0.91%	18
2022 Q4	$2.85M	Buy	122,757 +112,329	+1,077%	+$2.58M	0.93%	19
2022 Q3	$230K	Sell	10,428 -92	-0.9%	-$2.15K	0.08%	98
2022 Q2	$236K	Hold	10,520	–	–	0.08%	95
2022 Q1	$263K	Sell	10,520 -540	-5%	-$13.3K	0.07%	95
2021 Q4	$278K	Buy	+11,060	New	+$274K	0.07%	87

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Blue Bell Private Wealth Management's XBOC Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) stake by 1.6% in Q2 2026, selling an estimated $61.4K and leaving 109,243 shares worth $3.88M. The position accounts for 0.48% of the portfolio, ranked #38.

Blue Bell Private Wealth Management first reported a position in XBOC in Q4 2021 and has held it in 19 quarters since. 40 funds tracked by Wall St. Rank hold XBOC as of Q2 2026.

Blue Bell Private Wealth Management held 109,243 shares of Innovator US Equity Accelerated 9 Buffer ETF October worth $3.88M as of Q2 2026.
Blue Bell Private Wealth Management sold 1,763 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q2 2026, an estimated $61.4K.
Innovator US Equity Accelerated 9 Buffer ETF October made up 0.48% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #38 holding.
Blue Bell Private Wealth Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q4 2021 and has held it in 19 quarters since.
40 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.