Encompass More Asset Management’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Encompass More Asset 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
2026 Q1	–	Sell	-38,622	Closed	-$1.3M	–	310
2025 Q4	$1.3M	Sell	38,622 -2,110	-5%	-$69.8K	0.24%	86
2025 Q3	$1.34M	Sell	40,732 -2,809	-6%	-$90.9K	0.26%	82
2025 Q2	$1.39M	Buy	43,541 +6,891	+19%	+$208K	0.32%	67
2025 Q1	$1.09M	Buy	36,650 +12,299	+51%	+$374K	0.33%	73
2024 Q4	$735K	Buy	24,351 +9,484	+64%	+$286K	0.24%	81
2024 Q3	$442K	Buy	+14,867	New	+$438K	0.17%	103

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 $79.5B AUM 27.1% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 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

Encompass More Asset Management's XBOC Position: Q1 2026 in Review

Encompass More Asset Management sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q1 2026, closing a stake of 38,622 shares — an estimated $1.3M sold.

Encompass More Asset Management first reported a position in XBOC in Q3 2024 and held it in 6 quarters. The position peaked at $1.39M in Q2 2025. 40 funds tracked by Wall St. Rank hold XBOC as of Q1 2026.

Encompass More Asset Management reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q1 2026 after selling out during the quarter.
Encompass More Asset Management sold 38,622 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q1 2026, an estimated $1.3M.
Encompass More Asset Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q3 2024 and held it in 6 quarters.
Encompass More Asset Management's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $1.39M in Q2 2025.
40 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q1 2026.

Based on Encompass More Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.