Kestra Advisory Services’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Kestra Advisory 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
2026 Q1	$764K	Sell	23,238 -40	-0.2%	-$1.34K	﹤0.01%	1914
2025 Q4	$781K	Buy	23,278 +4,242	+22%	+$140K	﹤0.01%	1838
2025 Q3	$624K	Sell	19,036 -460	-2%	-$14.9K	﹤0.01%	1905
2025 Q2	$621K	Sell	19,496 -610	-3%	-$18.4K	﹤0.01%	1826
2025 Q1	$599K	Buy	20,106 +40	+0.2%	+$1.22K	﹤0.01%	1698
2024 Q4	$606K	Buy	20,066 +460	+2%	+$13.8K	﹤0.01%	1748
2024 Q3	$583K	Buy	19,606 +450	+2%	+$13.3K	﹤0.01%	1673
2024 Q2	$561K	Buy	19,156 +6,066	+46%	+$175K	﹤0.01%	1706
2024 Q1	$376K	Buy	13,090 +460	+4%	+$13K	﹤0.01%	1847
2023 Q4	$352K	Sell	12,630 -2,115	-14%	-$56.9K	﹤0.01%	1736
2023 Q3	$387K	Hold	14,745	–	–	﹤0.01%	1508
2023 Q2	$379K	Hold	14,745	–	–	﹤0.01%	1462
2023 Q1	$362K	Sell	14,745 -2,250	-13%	-$54.2K	﹤0.01%	1456
2022 Q4	$394K	Buy	+16,995	New	+$390K	﹤0.01%	1552

Other funds holding XBOC

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

Kestra Advisory Services's XBOC Position: Q1 2026 in Review

Kestra Advisory Services reduced its Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) stake by 0.17% in Q1 2026, selling an estimated $1.34K and leaving 23,238 shares worth $764K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

Kestra Advisory Services first reported a position in XBOC in Q4 2022 and has held it in 14 quarters since. The position peaked at $781K in Q4 2025. 40 funds tracked by Wall St. Rank hold XBOC as of Q1 2026.

Kestra Advisory Services held 23,238 shares of Innovator US Equity Accelerated 9 Buffer ETF October worth $764K as of Q1 2026.
Kestra Advisory Services sold 40 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q1 2026, an estimated $1.34K.
Innovator US Equity Accelerated 9 Buffer ETF October made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1914 holding.
Kestra Advisory Services first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q4 2022 and has held it in 14 quarters since.
Kestra Advisory Services's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $781K 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 Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.