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Ifrah Financial Services’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Ifrah Financial Services’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
2024
Q3 		– Sell
-12,598
Closed -$369K – 221
2024
Q2 		$369K Sell
12,598
-523
-4% -$15.1K 0.1% 138
2024
Q1 		$377K Sell
13,121
-16
-0.1% -$453 0.11% 145
2023
Q4 		$366K Buy
+13,137
New +$353K 0.11% 147

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
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Ifrah Financial Services's XBOC Position: Q3 2024 in Review

Ifrah Financial Services sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q3 2024, closing a stake of 12,598 shares — an estimated $369K sold.

Ifrah Financial Services first reported a position in XBOC in Q4 2023 and held it in 3 quarters. The position peaked at $377K in Q1 2024. 37 funds tracked by Wall St. Rank hold XBOC as of Q3 2024.

  • Ifrah Financial Services reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q3 2024 after selling out during the quarter.
  • Ifrah Financial Services sold 12,598 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q3 2024, an estimated $369K.
  • Ifrah Financial Services first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q4 2023 and held it in 3 quarters.
  • Ifrah Financial Services's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $377K in Q1 2024.
  • 37 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q3 2024.

Based on Ifrah Financial Services's 13F filing for Q3 2024, filed 31 Oct 2024.