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Orion Portfolio Solutions’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Orion Portfolio Solutions’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
Q1 		$301K Buy
+10,105
New +$307K ﹤0.01% 1630

Other funds holding XBOC

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Orion Portfolio Solutions's XBOC Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q1 2025: 10,105 shares worth $301K. The stake represents ﹤0.01% of the portfolio and ranks #1630 among its holdings.

48 funds tracked by Wall St. Rank hold XBOC as of Q1 2025.

  • Orion Portfolio Solutions held 10,105 shares of Innovator US Equity Accelerated 9 Buffer ETF October worth $301K as of Q1 2025.
  • Innovator US Equity Accelerated 9 Buffer ETF October was a new Orion Portfolio Solutions position in Q1 2025.
  • Innovator US Equity Accelerated 9 Buffer ETF October made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1630 holding.
  • 48 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.