CAPTRUST Financial Advisors
XBOC icon

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

CAPTRUST 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
2026
Q1 		$321K Sell
9,750
-650
-6% -$21.8K ﹤0.01% 2341
2025
Q4 		$349K Hold
10,400
– – ﹤0.01% 2131
2025
Q3 		$341K Hold
10,400
– – ﹤0.01% 2092
2025
Q2 		$331K Hold
10,400
– – ﹤0.01% 1991
2025
Q1 		$310K Hold
10,400
– – ﹤0.01% 1920
2024
Q4 		$314K Sell
10,400
-3,000
-22% -$90.3K ﹤0.01% 1881
2024
Q3 		$398K Buy
+13,400
New +$395K ﹤0.01% 1715

Other funds holding XBOC

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Osaic Holdings
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
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CAPTRUST Financial Advisors's XBOC Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) stake by 6.3% in Q1 2026, selling an estimated $21.8K and leaving 9,750 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #2341.

CAPTRUST Financial Advisors first reported a position in XBOC in Q3 2024 and has held it in 7 quarters since. The position peaked at $398K in Q3 2024. 40 funds tracked by Wall St. Rank hold XBOC as of Q1 2026.

  • CAPTRUST Financial Advisors held 9,750 shares of Innovator US Equity Accelerated 9 Buffer ETF October worth $321K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 650 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q1 2026, an estimated $21.8K.
  • Innovator US Equity Accelerated 9 Buffer ETF October made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2341 holding.
  • CAPTRUST Financial Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q3 2024 and has held it in 7 quarters since.
  • CAPTRUST Financial Advisors's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $398K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.