Commonwealth Equity Services’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Commonwealth Equity Services’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	$1.68M	Sell	50,939 -20,656	-29%	-$693K	﹤0.01%	2161
2025 Q4	$2.4M	Buy	71,595 +8,979	+14%	+$297K	﹤0.01%	1838
2025 Q3	$2.05M	Buy	62,616 +18,564	+42%	+$601K	﹤0.01%	1970
2025 Q2	$1.4M	Sell	44,052 -2,676	-6%	-$80.8K	﹤0.01%	2290
2025 Q1	$1.39M	Sell	46,728 -2,390	-5%	-$72.7K	﹤0.01%	2200
2024 Q4	$1.48M	Sell	49,118 -2,740	-5%	-$82.5K	﹤0.01%	2088
2024 Q3	$1.54M	Sell	51,858 -2,324	-4%	-$68.5K	﹤0.01%	2014
2024 Q2	$1.58M	Sell	54,182 -1,227	-2%	-$35.5K	﹤0.01%	1945
2024 Q1	$1.59M	Sell	55,409 -97,744	-64%	-$2.76M	﹤0.01%	1922
2023 Q4	$4.27M	Buy	153,153 +17,633	+13%	+$474K	0.01%	1200
2023 Q3	$3.56M	Buy	135,520 +44,885	+50%	+$1.16M	0.01%	1227
2023 Q2	$2.33M	Buy	90,635 +7,303	+9%	+$183K	﹤0.01%	1523
2023 Q1	$2.05K	Buy	83,332 +2,624	+3%	+$63.2K	﹤0.01%	1544
2022 Q4	$1.87M	Buy	+80,708	New	+$1.85M	﹤0.01%	1542

Other funds holding XBOC

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

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

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

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

SCA

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

Commonwealth Equity Services's XBOC Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) stake by 29% in Q1 2026, selling an estimated $693K and leaving 50,939 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

Commonwealth Equity Services first reported a position in XBOC in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.27M in Q4 2023. 40 funds tracked by Wall St. Rank hold XBOC as of Q1 2026.

Commonwealth Equity Services held 50,939 shares of Innovator US Equity Accelerated 9 Buffer ETF October worth $1.68M as of Q1 2026.
Commonwealth Equity Services sold 20,656 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q1 2026, an estimated $693K.
Innovator US Equity Accelerated 9 Buffer ETF October made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2161 holding.
Commonwealth Equity Services first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q4 2022 and has held it in 14 quarters since.
Commonwealth Equity Services's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $4.27M in Q4 2023.
40 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.