Blue Bell Private Wealth Management’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69M | Sell |
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|
2025
Q1 | $3.47M | Sell |
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|
2024
Q4 | $3.52M | Sell |
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|
2024
Q3 | $3.5M | Sell |
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|
2024
Q2 | $3.49M | Sell |
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|
2024
Q1 | $3.48M | Sell |
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|
2023
Q4 | $3.4M | Buy |
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|
2023
Q3 | $3.15M | Sell |
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|
2023
Q2 | $3.18M | Sell |
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|
2023
Q1 | $3.05M | Buy |
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|
2022
Q4 | $2.85M | Buy |
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|
2022
Q3 | $230K | Sell |
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|
2022
Q2 | $236K | Hold |
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|
2022
Q1 | $263K | Sell |
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|
2021
Q4 | $278K | Buy |
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