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

Mattson 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
2025
Q2 		– Sell
-10,865
Closed -$324K – 345
2025
Q1 		$324K Buy
+10,865
New +$330K 0.1% 133

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
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Mattson Financial Services's XBOC Position: Q2 2025 in Review

Mattson Financial Services sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q2 2025, closing a stake of 10,865 shares — an estimated $324K sold.

Mattson Financial Services first reported a position in XBOC in Q1 2025 and held it in 1 quarter. The position peaked at $324K in Q1 2025. 48 funds tracked by Wall St. Rank hold XBOC as of Q2 2025.

  • Mattson Financial Services reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 10,865 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q2 2025, an estimated $324K.
  • Mattson Financial Services first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q1 2025 and held it in 1 quarter.
  • Mattson Financial Services's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $324K in Q1 2025.
  • 48 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.