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Stuart Chaussee & Associates’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Stuart Chaussee & Associates’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
2025
Q4 		– Sell
-19,276
Closed -$632K – 162
2025
Q3 		$632K Sell
19,276
-600
-3% -$19.4K 0.14% 23
2025
Q2 		$633K Buy
+19,876
New +$600K 0.14% 24

Other funds holding XBOC

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Stuart Chaussee & Associates's XBOC Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q4 2025, closing a stake of 19,276 shares — an estimated $632K sold.

Stuart Chaussee & Associates first reported a position in XBOC in Q2 2025 and held it in 2 quarters. The position peaked at $633K in Q2 2025. 48 funds tracked by Wall St. Rank hold XBOC as of Q4 2025.

  • Stuart Chaussee & Associates reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q4 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 19,276 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q4 2025, an estimated $632K.
  • Stuart Chaussee & Associates first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q2 2025 and held it in 2 quarters.
  • Stuart Chaussee & Associates's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $633K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.