EverSource Wealth Advisors’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

EverSource Wealth Advisors’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	–	Sell	-176	Closed	-$5.79K	–	4557
2026 Q1	$5.79K	Hold	176	–	–	﹤0.01%	3196
2025 Q4	$5.91K	Hold	176	–	–	﹤0.01%	3055
2025 Q3	$5.77K	Hold	176	–	–	﹤0.01%	3094
2025 Q2	$5.61K	Hold	176	–	–	﹤0.01%	3116
2025 Q1	$5.24K	Hold	176	–	–	﹤0.01%	2470
2024 Q4	$5.31K	Hold	176	–	–	﹤0.01%	2316
2024 Q3	$5.23K	Hold	176	–	–	﹤0.01%	2208
2024 Q2	$5.17K	Hold	176	–	–	﹤0.01%	2214
2024 Q1	$5.06K	Hold	176	–	–	﹤0.01%	2046
2023 Q4	$4.9K	Hold	176	–	–	﹤0.01%	1871
2023 Q3	$4.62K	Hold	176	–	–	﹤0.01%	1733
2023 Q2	$4.53K	Hold	176	–	–	﹤0.01%	1767
2023 Q1	$4.33K	Hold	176	–	–	﹤0.01%	1694
2022 Q4	$4.08K	Buy	+176	New	+$4.04K	﹤0.01%	1683

Other funds holding XBOC

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

EverSource Wealth Advisors's XBOC Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q2 2026, closing a stake of 176 shares — an estimated $5.79K sold.

EverSource Wealth Advisors first reported a position in XBOC in Q4 2022 and held it in 14 quarters. The position peaked at $5.91K in Q4 2025. 39 funds tracked by Wall St. Rank hold XBOC as of Q2 2026.

EverSource Wealth Advisors reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 176 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q2 2026, an estimated $5.79K.
EverSource Wealth Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q4 2022 and held it in 14 quarters.
EverSource Wealth Advisors's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $5.91K in Q4 2025.
39 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.