Cetera Advisor Networks’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Cetera Advisor Networks’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 Q1	$7.73M	Buy	269,019 +220,381	+453%	+$6.23M	0.04%	456
2023 Q4	$1.36M	Buy	+48,638	New	+$1.31M	0.01%	1185
2023 Q1	–	Sell	-9,734	Closed	-$226K	–	2682
2022 Q4	$226K	Buy	+9,734	New	+$223K	﹤0.01%	2190

Other funds holding XBOC

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

BIM

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

BBPWM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cetera Advisor Networks's XBOC Position: Q1 2024 in Review

Cetera Advisor Networks increased its Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) stake by 453% in Q1 2024, buying an estimated $6.23M and bringing the position to 269,019 shares worth $7.73M. The position accounts for 0.04% of the portfolio, ranked #456.

Cetera Advisor Networks first reported a position in XBOC in Q4 2022 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold XBOC as of Q1 2024.

Cetera Advisor Networks held 269,019 shares of Innovator US Equity Accelerated 9 Buffer ETF October worth $7.73M as of Q1 2024.
Cetera Advisor Networks bought 220,381 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q1 2024, an estimated $6.23M.
Innovator US Equity Accelerated 9 Buffer ETF October made up 0.04% of Cetera Advisor Networks's portfolio in Q1 2024, its #456 holding.
Cetera Advisor Networks first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q4 2022 and has held it in 3 quarters since.
32 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.