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Elmwood Wealth Management’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Elmwood Wealth Management’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
2022
Q1 		– Sell
-34
Closed -$1K – 341
2021
Q4 		$1K Buy
+34
New +$842 ﹤0.01% 364

Other funds holding XBOC

SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
DHGWA
Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina $349M AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Elmwood Wealth Management's XBOC Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q1 2022, closing a stake of 34 shares — an estimated $1K sold.

Elmwood Wealth Management first reported a position in XBOC in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 10 funds tracked by Wall St. Rank hold XBOC as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 34 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q1 2022, an estimated $1K.
  • Elmwood Wealth Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q4 2021 and held it in 1 quarter.
  • Elmwood Wealth Management's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $1K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.