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Steward Partners Investment Advisory’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$10.7K Hold
324
– – ﹤0.01% 3523
2025
Q4 		$10.9K Sell
324
-491
-60% -$16.2K ﹤0.01% 3414
2025
Q3 		$26.7K Sell
815
-1,833
-69% -$59.3K ﹤0.01% 2944
2025
Q2 		$84.3K Hold
2,648
– – ﹤0.01% 2210
2025
Q1 		$78.9K Buy
2,648
+1
+0% +$30 ﹤0.01% 2150
2024
Q4 		$79.9K Buy
2,647
+5
+0.2% +$151 ﹤0.01% 2096
2024
Q3 		$78.6K Buy
2,642
+766
+41% +$22.6K ﹤0.01% 2007
2024
Q2 		$54.9K Buy
1,876
+34
+2% +$983 ﹤0.01% 2057
2024
Q1 		$52.9K Hold
1,842
– – ﹤0.01% 2082
2023
Q4 		$51.3K Buy
+1,842
New +$49.5K ﹤0.01% 1981

Other funds holding XBOC

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Steward Partners Investment Advisory's XBOC Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) position steady in Q1 2026 at 324 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3523.

Steward Partners Investment Advisory first reported a position in XBOC in Q4 2023 and has held it in 10 quarters since. The position peaked at $84.3K in Q2 2025. 40 funds tracked by Wall St. Rank hold XBOC as of Q1 2026.

  • Steward Partners Investment Advisory held 324 shares of Innovator US Equity Accelerated 9 Buffer ETF October worth $10.7K as of Q1 2026.
  • Steward Partners Investment Advisory left its Innovator US Equity Accelerated 9 Buffer ETF October share count unchanged in Q1 2026.
  • Innovator US Equity Accelerated 9 Buffer ETF October made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3523 holding.
  • Steward Partners Investment Advisory first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q4 2023 and has held it in 10 quarters since.
  • Steward Partners Investment Advisory's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $84.3K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.