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 Q2	–	Sell	-9,996	Closed	-$329K	–	1316
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 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

Foundations Investment Advisors's XBOC Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q2 2026, closing a stake of 9,996 shares — an estimated $329K sold.

Foundations Investment Advisors first reported a position in XBOC in Q3 2025 and held it in 3 quarters. The position peaked at $374K in Q4 2025. 39 funds tracked by Wall St. Rank hold XBOC as of Q2 2026.

Foundations Investment Advisors reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q2 2026 after selling out during the quarter.
Foundations Investment Advisors sold 9,996 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q2 2026, an estimated $329K.
Foundations Investment Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q3 2025 and held it in 3 quarters.
Foundations Investment Advisors's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $374K 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 Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.