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Brown Financial Advisors’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Brown Financial Advisors’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
2025
Q2 		– Sell
-12,803
Closed -$381K – 145
2025
Q1 		$381K Buy
12,803
+807
+7% +$24.5K 0.16% 126
2024
Q4 		$362K Buy
+11,996
New +$361K 0.15% 122

Other funds holding XBOC

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Brown Financial Advisors's XBOC Position: Q2 2025 in Review

Brown Financial Advisors sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q2 2025, closing a stake of 12,803 shares — an estimated $381K sold.

Brown Financial Advisors first reported a position in XBOC in Q4 2024 and held it in 2 quarters. The position peaked at $381K in Q1 2025. 48 funds tracked by Wall St. Rank hold XBOC as of Q2 2025.

  • Brown Financial Advisors reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q2 2025 after selling out during the quarter.
  • Brown Financial Advisors sold 12,803 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q2 2025, an estimated $381K.
  • Brown Financial Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q4 2024 and held it in 2 quarters.
  • Brown Financial Advisors's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $381K in Q1 2025.
  • 48 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q2 2025.

Based on Brown Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.