Osaic Holdings’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Osaic Holdings’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 Q2	$4.13M	Buy	116,130 +5,573	+5%	+$194K	﹤0.01%	1685
2026 Q1	$3.64M	Sell	110,557 -5,861	-5%	-$197K	0.01%	1582
2025 Q4	$3.91M	Sell	116,418 -31,212	-21%	-$1.03M	0.01%	1565
2025 Q3	$4.81M	Buy	147,630 +4,957	+3%	+$160K	0.01%	1504
2025 Q2	$4.54M	Buy	142,673 +12,163	+9%	+$367K	0.01%	1314
2025 Q1	$3.89M	Sell	130,510 -6,562	-5%	-$200K	0.01%	1193
2024 Q4	$4.14M	Sell	137,072 -9,965	-7%	-$300K	0.01%	1141
2024 Q3	$4.37M	Sell	147,037 -4,686	-3%	-$138K	0.01%	1132
2024 Q2	$4.44M	Sell	151,723 -50,660	-25%	-$1.46M	0.01%	1081
2024 Q1	$5.81M	Sell	202,383 -23,683	-10%	-$670K	0.01%	944
2023 Q4	$6.3M	Buy	226,066 +38,612	+21%	+$1.04M	0.01%	1048
2023 Q3	$4.92M	Buy	187,454 +12,639	+7%	+$328K	0.01%	1321
2023 Q2	$4.49M	Buy	174,815 +22,597	+15%	+$567K	0.01%	1259
2023 Q1	$3.74M	Buy	152,218 +23,427	+18%	+$564K	0.01%	1358
2022 Q4	$2.99M	Buy	128,791 +115,461	+866%	+$2.65M	0.01%	1451
2022 Q3	$293K	Buy	13,330 +3,931	+42%	+$92K	﹤0.01%	3403
2022 Q2	$212K	Buy	9,399 +7,319	+352%	+$173K	﹤0.01%	3736
2022 Q1	$52K	Buy	2,080 +890	+75%	+$21.9K	﹤0.01%	5070
2021 Q4	$30K	Buy	+1,190	New	+$29.5K	﹤0.01%	5502

Other funds holding XBOC

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

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

Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings's XBOC Position: Q2 2026 in Review

Osaic Holdings increased its Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) stake by 5% in Q2 2026, buying an estimated $194K and bringing the position to 116,130 shares worth $4.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Osaic Holdings first reported a position in XBOC in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.3M in Q4 2023. 39 funds tracked by Wall St. Rank hold XBOC as of Q2 2026.

Osaic Holdings held 116,130 shares of Innovator US Equity Accelerated 9 Buffer ETF October worth $4.13M as of Q2 2026.
Osaic Holdings bought 5,573 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q2 2026, an estimated $194K.
Innovator US Equity Accelerated 9 Buffer ETF October made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #1685 holding.
Osaic Holdings first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q4 2021 and has held it in 19 quarters since.
Osaic Holdings's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $6.3M in Q4 2023.
39 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.