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 Q2	$1.9M	Buy	53,564 +3,260	+6%	+$114K	0.21%	102
2026 Q1	$1.65M	Buy	50,304 +1,877	+4%	+$62.9K	0.2%	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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 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

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

Brookwood Investment Group's XBOC Position: Q2 2026 in Review

Brookwood Investment Group increased its Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) stake by 6.5% in Q2 2026, buying an estimated $114K and bringing the position to 53,564 shares worth $1.9M. The position accounts for 0.21% of the portfolio, ranked #102.

Brookwood Investment Group first reported a position in XBOC in Q1 2025 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold XBOC as of Q2 2026.

Brookwood Investment Group held 53,564 shares of Innovator US Equity Accelerated 9 Buffer ETF October worth $1.9M as of Q2 2026.
Brookwood Investment Group bought 3,260 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q2 2026, an estimated $114K.
Innovator US Equity Accelerated 9 Buffer ETF October made up 0.21% of Brookwood Investment Group's portfolio in Q2 2026, its #102 holding.
Brookwood Investment Group first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q1 2025 and has held it in 6 quarters since.
39 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.