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Foundations Investment Advisors’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Foundations Investment 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
Q1 		$329K Sell
9,996
-1,138
-10% -$38.2K ﹤0.01% 871
2025
Q4 		$374K Buy
11,134
+4,876
+78% +$161K ﹤0.01% 815
2025
Q3 		$205K Buy
+6,258
New +$203K ﹤0.01% 990

Other funds holding XBOC

Cetera Investment Advisers
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
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
CF
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

Foundations Investment Advisors's XBOC Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) stake by 10% in Q1 2026, selling an estimated $38.2K and leaving 9,996 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Foundations Investment Advisors first reported a position in XBOC in Q3 2025 and has held it in 3 quarters since. The position peaked at $374K in Q4 2025. 40 funds tracked by Wall St. Rank hold XBOC as of Q1 2026.

  • Foundations Investment Advisors held 9,996 shares of Innovator US Equity Accelerated 9 Buffer ETF October worth $329K as of Q1 2026.
  • Foundations Investment Advisors sold 1,138 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q1 2026, an estimated $38.2K.
  • Innovator US Equity Accelerated 9 Buffer ETF October made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #871 holding.
  • Foundations Investment Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q3 2025 and has held it in 3 quarters since.
  • Foundations Investment Advisors's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $374K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.