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Strategic Blueprint’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Strategic Blueprint’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
Q3 		– Sell
-40,220
Closed -$1.03M – 573
2023
Q2 		$1.03M Sell
40,220
-5,866
-13% -$147K 0.1% 194
2023
Q1 		$1.13M Buy
46,086
+8,189
+22% +$197K 0.12% 172
2022
Q4 		$879K Buy
+37,897
New +$870K 0.1% 204

Other funds holding XBOC

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Blueprint's XBOC Position: Q3 2023 in Review

Strategic Blueprint sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q3 2023, closing a stake of 40,220 shares — an estimated $1.03M sold.

Strategic Blueprint first reported a position in XBOC in Q4 2022 and held it in 3 quarters. The position peaked at $1.13M in Q1 2023. 22 funds tracked by Wall St. Rank hold XBOC as of Q3 2023.

  • Strategic Blueprint reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q3 2023 after selling out during the quarter.
  • Strategic Blueprint sold 40,220 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q3 2023, an estimated $1.03M.
  • Strategic Blueprint first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q4 2022 and held it in 3 quarters.
  • Strategic Blueprint's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $1.13M in Q1 2023.
  • 22 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q3 2023.

Based on Strategic Blueprint's 13F filing for Q3 2023, filed 18 Oct 2023.