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Welch Financial Planning’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Welch Financial Planning’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
Q2 		$932K Sell
26,229
-182
-0.7% -$6.34K 0.54% 32
2026
Q1 		$869K Buy
26,411
+60
+0.2% +$2.01K 0.62% 23
2025
Q4 		$884K Buy
+26,351
New +$872K 0.64% 27

Other funds holding XBOC

BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Welch Financial Planning's XBOC Position: Q2 2026 in Review

Welch Financial Planning reduced its Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) stake by 0.69% in Q2 2026, selling an estimated $6.34K and leaving 26,229 shares worth $932K. The position accounts for 0.54% of the portfolio, ranked #32.

Welch Financial Planning first reported a position in XBOC in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold XBOC as of Q2 2026.

  • Welch Financial Planning held 26,229 shares of Innovator US Equity Accelerated 9 Buffer ETF October worth $932K as of Q2 2026.
  • Welch Financial Planning sold 182 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q2 2026, an estimated $6.34K.
  • Innovator US Equity Accelerated 9 Buffer ETF October made up 0.54% of Welch Financial Planning's portfolio in Q2 2026, its #32 holding.
  • Welch Financial Planning first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.