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

CRA Financial 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	$602K	Sell	18,316 -1,724	-9%	-$57.8K	0.08%	162
2025 Q4	$672K	Sell	20,040 -2,625	-12%	-$86.9K	0.09%	149
2025 Q3	$743K	Hold	22,665	–	–	0.1%	140
2025 Q2	$722K	Sell	22,665 -250	-1%	-$7.54K	0.11%	135
2025 Q1	$682K	Sell	22,915 -2,239	-9%	-$68.1K	0.12%	129
2024 Q4	$759K	Hold	25,154	–	–	0.13%	122
2024 Q3	$748K	Hold	25,154	–	–	0.14%	113
2024 Q2	$736K	Hold	25,154	–	–	0.15%	108
2024 Q1	$723K	Hold	25,154	–	–	0.16%	103
2023 Q4	$701K	Hold	25,154	–	–	0.17%	98
2023 Q3	$660K	Sell	25,154 -6,600	-21%	-$171K	0.18%	91
2023 Q2	$817K	Hold	31,754	–	–	0.22%	77
2023 Q1	$781K	Hold	31,754	–	–	0.23%	80
2022 Q4	$737K	Buy	+31,754	New	+$729K	0.24%	80

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

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

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

CRA Financial Services's XBOC Position: Q1 2026 in Review

CRA Financial Services reduced its Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) stake by 8.6% in Q1 2026, selling an estimated $57.8K and leaving 18,316 shares worth $602K. The position accounts for 0.08% of the portfolio, ranked #162.

CRA Financial Services first reported a position in XBOC in Q4 2022 and has held it in 14 quarters since. The position peaked at $817K in Q2 2023. 40 funds tracked by Wall St. Rank hold XBOC as of Q1 2026.

CRA Financial Services held 18,316 shares of Innovator US Equity Accelerated 9 Buffer ETF October worth $602K as of Q1 2026.
CRA Financial Services sold 1,724 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q1 2026, an estimated $57.8K.
Innovator US Equity Accelerated 9 Buffer ETF October made up 0.08% of CRA Financial Services's portfolio in Q1 2026, its #162 holding.
CRA Financial 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.
CRA Financial Services's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $817K in Q2 2023.
40 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q1 2026.

Based on CRA Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.