Brookwood Investment Group’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Brookwood Investment Group’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	$1.65M	Buy	50,304 +1,877	+4%	+$62.9K	0.21%	112
2025 Q4	$1.62M	Buy	48,427 +1,186	+3%	+$39.2K	0.2%	99
2025 Q3	$1.55M	Buy	47,241 +1,113	+2%	+$36K	0.2%	92
2025 Q2	$1.47M	Buy	46,128 +5,297	+13%	+$160K	0.24%	72
2025 Q1	$1.22M	Buy	+40,831	New	+$1.24M	0.21%	91

Other funds holding XBOC

Cetera Investment Advisers

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

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

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

Commonwealth Equity Services

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

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

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

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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return