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Capasso Planning Partners’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Capasso Planning Partners’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
-39,632
Closed -$1.18M – 160
2024
Q3 		$1.18M Buy
39,632
+21,692
+121% +$639K 0.35% 50
2024
Q2 		$525K Sell
17,940
-665
-4% -$19.2K 0.17% 83
2024
Q1 		$535K Buy
18,605
+1,003
+6% +$28.4K 0.22% 57
2023
Q4 		$490K Sell
17,602
-305
-2% -$8.2K 0.23% 61
2023
Q3 		$470K Buy
+17,907
New +$465K 0.25% 53

Other funds holding XBOC

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CF
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
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

Capasso Planning Partners's XBOC Position: Q4 2024 in Review

Capasso Planning Partners sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q4 2024, closing a stake of 39,632 shares — an estimated $1.18M sold.

Capasso Planning Partners first reported a position in XBOC in Q3 2023 and held it in 5 quarters. The position peaked at $1.18M in Q3 2024. 41 funds tracked by Wall St. Rank hold XBOC as of Q4 2024.

  • Capasso Planning Partners reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 39,632 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q4 2024, an estimated $1.18M.
  • Capasso Planning Partners first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q3 2023 and held it in 5 quarters.
  • Capasso Planning Partners's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $1.18M in Q3 2024.
  • 41 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.