Macroview Investment Management’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Macroview Investment 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
2023 Q3	–	Sell	-46,834	Closed	-$1.2M	–	873
2023 Q2	$1.2M	Sell	46,834 -526	-1%	-$13.2K	1.85%	17
2023 Q1	$1.16M	Buy	47,360 +335	+0.7%	+$8.06K	1.87%	18
2022 Q4	$1.09M	Buy	+47,025	New	+$1.08M	1.87%	19

Other funds holding XBOC

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

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

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

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Macroview Investment Management's XBOC Position: Q3 2023 in Review

Macroview Investment Management sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q3 2023, closing a stake of 46,834 shares — an estimated $1.2M sold.

Macroview Investment Management first reported a position in XBOC in Q4 2022 and held it in 3 quarters. The position peaked at $1.2M in Q2 2023. 22 funds tracked by Wall St. Rank hold XBOC as of Q3 2023.

Macroview Investment Management reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q3 2023 after selling out during the quarter.
Macroview Investment Management sold 46,834 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q3 2023, an estimated $1.2M.
Macroview Investment Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q4 2022 and held it in 3 quarters.
Macroview Investment Management's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $1.2M in Q2 2023.
22 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q3 2023.

Based on Macroview Investment Management's 13F filing for Q3 2023, filed 26 Oct 2023.