GI
XBOC icon

Gradient Investments’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Gradient Investments’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
2025
Q4 		– Sell
-12,206
Closed -$400K – 387
2025
Q3 		$400K Sell
12,206
-609
-5% -$19.7K 0.01% 313
2025
Q2 		$408K Sell
12,815
-1,072,884
-99% -$32.4M 0.01% 302
2025
Q1 		$32.3M Buy
1,085,699
+23,064
+2% +$701K 0.65% 52
2024
Q4 		$32.1M Buy
+1,062,635
New +$32M 0.65% 44

Other funds holding XBOC

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 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 $784M AUM 29.04% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return