Wells Fargo
XBOC icon

Wells Fargo’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Wells Fargo’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
Q2 		– Sell
-32
Closed -$787 – 7712
2023
Q1 		$787 Hold
32
– – ﹤0.01% 6443
2022
Q4 		$743 Buy
+32
New +$734 ﹤0.01% 6276

Other funds holding XBOC

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return

Wells Fargo's XBOC Position: Q2 2023 in Review

Wells Fargo sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q2 2023, closing a stake of 32 shares — an estimated $787 sold.

Wells Fargo first reported a position in XBOC in Q4 2022 and held it in 2 quarters. The position peaked at $787 in Q1 2023. 27 funds tracked by Wall St. Rank hold XBOC as of Q2 2023.

  • Wells Fargo reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q2 2023 after selling out during the quarter.
  • Wells Fargo sold 32 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q2 2023, an estimated $787.
  • Wells Fargo first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q4 2022 and held it in 2 quarters.
  • Wells Fargo's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $787 in Q1 2023.
  • 27 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q2 2023.

Based on Wells Fargo's 13F filing for Q2 2023, filed 15 Aug 2023.