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Sound Income Strategies’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Sound Income Strategies’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
Q1 		– Sell
-1,127
Closed -$26.2K – 1155
2022
Q4 		$26.2K Buy
+1,127
New +$25.9K ﹤0.01% 358

Other funds holding XBOC

MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 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
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Sound Income Strategies's XBOC Position: Q1 2023 in Review

Sound Income Strategies sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q1 2023, closing a stake of 1,127 shares — an estimated $26.2K sold.

Sound Income Strategies first reported a position in XBOC in Q4 2022 and held it in 1 quarter. The position peaked at $26.2K in Q4 2022. 24 funds tracked by Wall St. Rank hold XBOC as of Q1 2023.

  • Sound Income Strategies reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q1 2023 after selling out during the quarter.
  • Sound Income Strategies sold 1,127 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q1 2023, an estimated $26.2K.
  • Sound Income Strategies first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q4 2022 and held it in 1 quarter.
  • Sound Income Strategies's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $26.2K in Q4 2022.
  • 24 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q1 2023.

Based on Sound Income Strategies's 13F filing for Q1 2023, filed 10 Apr 2023.