Cambridge Investment Research Advisors’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Cambridge Investment Research 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
2024 Q4	–	Sell	-23,097	Closed	-$687K	–	3602
2024 Q3	$687K	Sell	23,097 -9,052	-28%	-$267K	﹤0.01%	2157
2024 Q2	$941K	Sell	32,149 -40,014	-55%	-$1.16M	﹤0.01%	1818
2024 Q1	$2.07M	Sell	72,163 -42,143	-37%	-$1.19M	0.01%	1236
2023 Q4	$3.19M	Buy	+114,306	New	+$3.07M	0.01%	935
2023 Q3	–	Sell	-96,697	Closed	-$2.49M	–	3275
2023 Q2	$2.49M	Buy	+96,697	New	+$2.43M	0.01%	1041

Other funds holding XBOC

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

BBPWM

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

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

SCA

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

Cambridge Investment Research Advisors's XBOC Position: Q4 2024 in Review

Cambridge Investment Research Advisors sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q4 2024, closing a stake of 23,097 shares — an estimated $687K sold.

Cambridge Investment Research Advisors first reported a position in XBOC in Q2 2023 and held it in 5 quarters. The position peaked at $3.19M in Q4 2023. 41 funds tracked by Wall St. Rank hold XBOC as of Q4 2024.

Cambridge Investment Research Advisors reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q4 2024 after selling out during the quarter.
Cambridge Investment Research Advisors sold 23,097 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q4 2024, an estimated $687K.
Cambridge Investment Research Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q2 2023 and held it in 5 quarters.
Cambridge Investment Research Advisors's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $3.19M in Q4 2023.
41 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q4 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.