Brinker Capital Investments’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Brinker Capital Investments’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 Q1	–	Sell	-47,630	Closed	-$1.6M	–	2277
2025 Q4	$1.6M	Buy	47,630 +6,197	+15%	+$205K	0.01%	973
2025 Q3	$1.36M	Buy	41,433 +5,665	+16%	+$183K	0.01%	1050
2025 Q2	$1.14M	Buy	35,768 +25,663	+254%	+$774K	0.01%	1116
2025 Q1	$301K	Buy	+10,105	New	+$307K	﹤0.01%	1630

Other funds holding XBOC

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return

BCM

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

Brinker Capital Investments's XBOC Position: Q1 2026 in Review

Brinker Capital Investments sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q1 2026, closing a stake of 47,630 shares — an estimated $1.6M sold.

Brinker Capital Investments first reported a position in XBOC in Q1 2025 and held it in 4 quarters. The position peaked at $1.6M in Q4 2025. 40 funds tracked by Wall St. Rank hold XBOC as of Q1 2026.

Brinker Capital Investments reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q1 2026 after selling out during the quarter.
Brinker Capital Investments sold 47,630 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q1 2026, an estimated $1.6M.
Brinker Capital Investments first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q1 2025 and held it in 4 quarters.
Brinker Capital Investments's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $1.6M in Q4 2025.
40 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.