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

Envestnet 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	$749K	Sell	22,763 -379	-2%	-$12.7K	﹤0.01%	3648
2025 Q4	$777K	Buy	23,142 +4,081	+21%	+$135K	﹤0.01%	3414
2025 Q3	$625K	Buy	19,061 +418	+2%	+$13.5K	﹤0.01%	3601
2025 Q2	$594K	Sell	18,643 -9,626	-34%	-$291K	﹤0.01%	3579
2025 Q1	$842K	Sell	28,269 -1,209	-4%	-$36.8K	﹤0.01%	3309
2024 Q4	$890K	Buy	29,478 +7,404	+34%	+$223K	﹤0.01%	3244
2024 Q3	$656K	Buy	22,074 +838	+4%	+$24.7K	﹤0.01%	3376
2024 Q2	$621K	Sell	21,236 -788	-4%	-$22.8K	﹤0.01%	3332
2024 Q1	$633K	Buy	22,024 +629	+3%	+$17.8K	﹤0.01%	3301
2023 Q4	$596K	Sell	21,395 -228	-1%	-$6.13K	﹤0.01%	3242
2023 Q3	$568K	Buy	21,623 +89	+0.4%	+$2.31K	﹤0.01%	3186
2023 Q2	$554K	Sell	21,534 -988	-4%	-$24.8K	﹤0.01%	3145
2023 Q1	$554K	Buy	22,522 +3,938	+21%	+$94.8K	﹤0.01%	3074
2022 Q4	$431K	Buy	+18,584	New	+$426K	﹤0.01%	3180

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

Envestnet Asset Management's XBOC Position: Q1 2026 in Review

Envestnet Asset Management reduced its Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) stake by 1.6% in Q1 2026, selling an estimated $12.7K and leaving 22,763 shares worth $749K. The position accounts for ﹤0.01% of the portfolio, ranked #3648.

Envestnet Asset Management first reported a position in XBOC in Q4 2022 and has held it in 14 quarters since. The position peaked at $890K in Q4 2024. 40 funds tracked by Wall St. Rank hold XBOC as of Q1 2026.

Envestnet Asset Management held 22,763 shares of Innovator US Equity Accelerated 9 Buffer ETF October worth $749K as of Q1 2026.
Envestnet Asset Management sold 379 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q1 2026, an estimated $12.7K.
Innovator US Equity Accelerated 9 Buffer ETF October made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3648 holding.
Envestnet Asset Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q4 2022 and has held it in 14 quarters since.
Envestnet Asset Management's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $890K in Q4 2024.
40 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.