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

Triad 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
2026
Q1 		– Sell
-15,681
Closed -$526K – 522
2025
Q4 		$526K Buy
15,681
+5,934
+61% +$196K 0.05% 259
2025
Q3 		$320K Buy
+9,747
New +$315K 0.04% 282

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

Triad Wealth Partners's XBOC Position: Q1 2026 in Review

Triad Wealth Partners sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q1 2026, closing a stake of 15,681 shares — an estimated $526K sold.

Triad Wealth Partners first reported a position in XBOC in Q3 2025 and held it in 2 quarters. The position peaked at $526K in Q4 2025. 40 funds tracked by Wall St. Rank hold XBOC as of Q1 2026.

  • Triad Wealth Partners reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q1 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 15,681 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q1 2026, an estimated $526K.
  • Triad Wealth Partners first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q3 2025 and held it in 2 quarters.
  • Triad Wealth Partners's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $526K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.