Envestnet Asset Management
XBOC icon

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
Q2 		$860K Buy
24,216
+1,453
+6% +$50.6K ﹤0.01% 3716
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return

Envestnet Asset Management's XBOC Position: Q2 2026 in Review

Envestnet Asset Management increased its Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) stake by 6.4% in Q2 2026, buying an estimated $50.6K and bringing the position to 24,216 shares worth $860K. The position accounts for ﹤0.01% of the portfolio, ranked #3716.

Envestnet Asset Management first reported a position in XBOC in Q4 2022 and has held it in 15 quarters since. The position peaked at $890K in Q4 2024. 39 funds tracked by Wall St. Rank hold XBOC as of Q2 2026.

  • Envestnet Asset Management held 24,216 shares of Innovator US Equity Accelerated 9 Buffer ETF October worth $860K as of Q2 2026.
  • Envestnet Asset Management bought 1,453 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q2 2026, an estimated $50.6K.
  • Innovator US Equity Accelerated 9 Buffer ETF October made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3716 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 15 quarters since.
  • Envestnet Asset Management's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $890K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.