Welch Financial Planning LLC Purchases New Holdings in Innovator U.S. Equity Accelerated 9 Buffer ETF – October $XBOC

Welch Financial Planning LLC bought a new stake in shares of Innovator U.S. Equity Accelerated 9 Buffer ETF – October (BATS:XBOC) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 26,351 shares of the company’s stock, valued at approximately $884,000. Innovator U.S. Equity Accelerated 9 Buffer ETF – October comprises about 0.6% of Welch Financial Planning LLC’s holdings, making the stock its 27th biggest position.

A number of other institutional investors and hedge funds have also recently modified their holdings of XBOC. Brookstone Capital Management acquired a new stake in Innovator U.S. Equity Accelerated 9 Buffer ETF – October during the fourth quarter valued at approximately $971,000. Farther Finance Advisors LLC increased its position in Innovator U.S. Equity Accelerated 9 Buffer ETF – October by 10,937.5% in the 4th quarter. Farther Finance Advisors LLC now owns 22,075 shares of the company’s stock valued at $741,000 after acquiring an additional 21,875 shares during the period. Advisory Services Network LLC grew its position in Innovator U.S. Equity Accelerated 9 Buffer ETF – October by 13.0% in the 3rd quarter. Advisory Services Network LLC now owns 36,508 shares of the company’s stock valued at $1,197,000 after buying an additional 4,210 shares in the last quarter. Susquehanna International Group LLP raised its holdings in Innovator U.S. Equity Accelerated 9 Buffer ETF – October by 1,306.8% during the third quarter. Susquehanna International Group LLP now owns 158,583 shares of the company’s stock worth $5,202,000 after purchasing an additional 147,310 shares in the last quarter. Finally, Citadel Advisors LLC boosted its stake in Innovator U.S. Equity Accelerated 9 Buffer ETF – October by 251.8% during the third quarter. Citadel Advisors LLC now owns 27,987 shares of the company’s stock valued at $918,000 after buying an additional 20,032 shares in the last quarter.

Innovator U.S. Equity Accelerated 9 Buffer ETF – October Stock Down 0.3%

XBOC stock opened at $34.71 on Tuesday. Innovator U.S. Equity Accelerated 9 Buffer ETF – October has a 12-month low of $29.67 and a 12-month high of $34.84. The company has a market cap of $87.82 million, a price-to-earnings ratio of 24.28 and a beta of 0.50. The company has a 50 day moving average of $33.65 and a two-hundred day moving average of $33.47.

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.