Pinnacle Wealth Planning Services’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Pinnacle Wealth Planning 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
2026 Q2	$46.1K	Sell	1,299 -13	-1%	-$453	﹤0.01%	1322
2026 Q1	$43.1K	Hold	1,312	–	–	﹤0.01%	1280
2025 Q4	$44K	Buy	+1,312	New	+$43.4K	﹤0.01%	1282

Other funds holding XBOC

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Pinnacle Wealth Planning Services's XBOC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) stake by 0.99% in Q2 2026, selling an estimated $453 and leaving 1,299 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Pinnacle Wealth Planning Services first reported a position in XBOC in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold XBOC as of Q2 2026.

Pinnacle Wealth Planning Services held 1,299 shares of Innovator US Equity Accelerated 9 Buffer ETF October worth $46.1K as of Q2 2026.
Pinnacle Wealth Planning Services sold 13 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q2 2026, an estimated $453.
Innovator US Equity Accelerated 9 Buffer ETF October made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1322 holding.
Pinnacle Wealth Planning Services first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
39 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.