Jones Financial Companies
XBOC icon

Jones Financial Companies’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Jones Financial Companies’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
-30
Closed -$878 – 3125
2024
Q2 		$878 Buy
+30
New +$868 ﹤0.01% 2291

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BIM
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BBPWM
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CF
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Commonwealth Equity Services
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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

Jones Financial Companies's XBOC Position: Q3 2024 in Review

Jones Financial Companies sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q3 2024, closing a stake of 30 shares — an estimated $878 sold.

Jones Financial Companies first reported a position in XBOC in Q2 2024 and held it in 1 quarter. The position peaked at $878 in Q2 2024. 37 funds tracked by Wall St. Rank hold XBOC as of Q3 2024.

  • Jones Financial Companies reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q3 2024 after selling out during the quarter.
  • Jones Financial Companies sold 30 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q3 2024, an estimated $878.
  • Jones Financial Companies first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q2 2024 and held it in 1 quarter.
  • Jones Financial Companies's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $878 in Q2 2024.
  • 37 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q3 2024.

Based on Jones Financial Companies's 13F filing for Q3 2024, filed 12 Nov 2024.