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WealthPlan Investment Management’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

WealthPlan Investment Management’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
Q1 		– Sell
-93,597
Closed -$2.28M – 584
2022
Q4 		$2.28M Sell
93,597
-550
-0.6% -$12.6K 0.16% 114
2022
Q3 		$2.19M Buy
+94,147
New +$2.2M 0.16% 107

Other funds holding XBOC

MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
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
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

WealthPlan Investment Management's XBOC Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q1 2023, closing a stake of 93,597 shares — an estimated $2.28M sold.

WealthPlan Investment Management first reported a position in XBOC in Q3 2022 and held it in 2 quarters. The position peaked at $2.28M in Q4 2022. 24 funds tracked by Wall St. Rank hold XBOC as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 93,597 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q1 2023, an estimated $2.28M.
  • WealthPlan Investment Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q3 2022 and held it in 2 quarters.
  • WealthPlan Investment Management's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $2.28M in Q4 2022.
  • 24 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.