Stratos Wealth Partners’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Stratos Wealth Partners’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	-12,731	Closed	-$327K	–	1334
2023 Q2	$327K	Hold	12,731	–	–	0.01%	925
2023 Q1	$313K	Hold	12,731	–	–	0.01%	857
2022 Q4	$295K	Buy	+12,731	New	+$292K	0.01%	898

Other funds holding XBOC

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stratos Wealth Partners's XBOC Position: Q3 2023 in Review

Stratos Wealth Partners sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q3 2023, closing a stake of 12,731 shares — an estimated $327K sold.

Stratos Wealth Partners first reported a position in XBOC in Q4 2022 and held it in 3 quarters. The position peaked at $327K in Q2 2023. 22 funds tracked by Wall St. Rank hold XBOC as of Q3 2023.

Stratos Wealth Partners reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q3 2023 after selling out during the quarter.
Stratos Wealth Partners sold 12,731 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q3 2023, an estimated $327K.
Stratos Wealth Partners first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q4 2022 and held it in 3 quarters.
Stratos Wealth Partners's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $327K in Q2 2023.
22 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q3 2023.

Based on Stratos Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.