Vestia Personal Wealth Advisors’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Vestia Personal Wealth Advisors’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	$404K	Hold	12,277	–	–	0.19%	66
2025 Q4	$413K	Hold	12,277	–	–	0.21%	59
2025 Q3	$403K	Hold	12,277	–	–	0.23%	60
2025 Q2	$391K	Hold	12,277	–	–	0.27%	57
2025 Q1	$366K	Hold	12,277	–	–	0.29%	51
2024 Q4	$371K	Hold	12,277	–	–	0.31%	52
2024 Q3	$365K	Hold	12,277	–	–	0.34%	46
2024 Q2	$359K	Buy	+12,277	New	+$355K	0.38%	42

Other funds holding XBOC

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

Vestia Personal Wealth Advisors's XBOC Position: Q1 2026 in Review

Vestia Personal Wealth Advisors held its Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) position steady in Q1 2026 at 12,277 shares worth $404K. The position accounts for 0.19% of the portfolio, ranked #66.

Vestia Personal Wealth Advisors first reported a position in XBOC in Q2 2024 and has held it in 8 quarters since. The position peaked at $413K in Q4 2025. 40 funds tracked by Wall St. Rank hold XBOC as of Q1 2026.

Vestia Personal Wealth Advisors held 12,277 shares of Innovator US Equity Accelerated 9 Buffer ETF October worth $404K as of Q1 2026.
Vestia Personal Wealth Advisors 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 0.19% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #66 holding.
Vestia Personal Wealth Advisors first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q2 2024 and has held it in 8 quarters since.
Vestia Personal Wealth Advisors's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $413K 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 Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.