Innovator U.S. Equity Accelerated 9 Buffer ETF – October (BATS:XBOC) Shares Sold by Blue Bell Private Wealth Management LLC

Blue Bell Private Wealth Management LLC cut its holdings in Innovator U.S. Equity Accelerated 9 Buffer ETF – October (BATS:XBOC) by 1.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 119,232 shares of the company’s stock after selling 1,760 shares during the quarter. Innovator U.S. Equity Accelerated 9 Buffer ETF – October accounts for 0.7% of Blue Bell Private Wealth Management LLC’s portfolio, making the stock its 25th biggest holding. Blue Bell Private Wealth Management LLC owned 4.77% of Innovator U.S. Equity Accelerated 9 Buffer ETF – October worth $3,489,000 as of its most recent SEC filing.

Several other institutional investors also recently made changes to their positions in the stock. Brookstone Capital Management increased its position in shares of Innovator U.S. Equity Accelerated 9 Buffer ETF – October by 24.9% in the second quarter. Brookstone Capital Management now owns 12,920 shares of the company’s stock valued at $379,000 after buying an additional 2,573 shares in the last quarter. Cetera Advisors LLC purchased a new position in Innovator U.S. Equity Accelerated 9 Buffer ETF – October in the first quarter valued at approximately $5,533,000. Cetera Investment Advisers lifted its holdings in shares of Innovator U.S. Equity Accelerated 9 Buffer ETF – October by 147.6% during the 1st quarter. Cetera Investment Advisers now owns 465,503 shares of the company’s stock valued at $13,374,000 after acquiring an additional 277,475 shares in the last quarter. First Commonwealth Financial Corp PA lifted its stake in shares of Innovator U.S. Equity Accelerated 9 Buffer ETF – October by 15.4% during the first quarter. First Commonwealth Financial Corp PA now owns 16,952 shares of the company’s stock worth $487,000 after purchasing an additional 2,256 shares in the last quarter. Finally, Capasso Planning Partners LLC boosted its holdings in Innovator U.S. Equity Accelerated 9 Buffer ETF – October by 5.7% in the 1st quarter. Capasso Planning Partners LLC now owns 18,605 shares of the company’s stock worth $535,000 after acquiring an additional 1,003 shares during the period.

Innovator U.S. Equity Accelerated 9 Buffer ETF – October Stock Performance

XBOC opened at $29.58 on Friday. The company’s fifty day moving average price is $29.39 and its two-hundred day moving average price is $29.00. The firm has a market cap of $73.94 million, a price-to-earnings ratio of 24.11 and a beta of 0.28.

Innovator U.S. Equity Accelerated 9 Buffer ETF – October Profile

The Innovator U.S. Equity Accelerated 9 Buffer ETF – October (XBOC) is an exchange-traded fund that is based on the SPDR S&P 500 ETF Trust index. The fund aims for 2x the price return of the SPDR S&P 500 ETF (SPY), subject to an upside return cap and downside buffer over a specific holdings period. XBOC was launched on Oct 1, 2021 and is managed by Innovator.