Kingsview Wealth Management’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Kingsview Wealth Management’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 Q1	–	Sell	-9,250	Closed	-$258K	–	1082
2023 Q4	$258K	Hold	9,250	–	–	0.01%	817
2023 Q3	$243K	Hold	9,250	–	–	0.01%	825
2023 Q2	$238K	Hold	9,250	–	–	0.01%	813
2023 Q1	$227K	Hold	9,250	–	–	0.01%	800
2022 Q4	$215K	Buy	+9,250	New	+$212K	0.01%	768

Other funds holding XBOC

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Kingsview Wealth Management's XBOC Position: Q1 2024 in Review

Kingsview Wealth Management sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q1 2024, closing a stake of 9,250 shares — an estimated $258K sold.

Kingsview Wealth Management first reported a position in XBOC in Q4 2022 and held it in 5 quarters. The position peaked at $258K in Q4 2023. 32 funds tracked by Wall St. Rank hold XBOC as of Q1 2024.

Kingsview Wealth Management reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q1 2024 after selling out during the quarter.
Kingsview Wealth Management sold 9,250 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q1 2024, an estimated $258K.
Kingsview Wealth Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q4 2022 and held it in 5 quarters.
Kingsview Wealth Management's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $258K in Q4 2023.
32 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q1 2024.

Based on Kingsview Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.