XBOC

Innovator$35.07+0.05 (+0.14%)
AUM $63.8MER 0.79%NAV $34.96Holdings 7

Price Chart

Key Statistics

Previous Close

$35.02

Day Range

$35.00$35.07

52-Week Range

$30.50$35.07

Avg Volume

3.7K

Dividend Yield

Expense Ratio

0.79%

AUM

$63.8M

Shares Outstanding

1.8M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology33.16%
Financial Services12.45%
Communication Services10.32%
Consumer Cyclical9.97%
Healthcare9.56%
Industrials8.43%
Consumer Defensive5.41%
Energy4.18%
Utilities2.62%
Real Estate1.98%
Basic Materials1.93%

Country Allocation

CountryWeight %
Other100.00%

Fund Information

Issuer
Innovator
Category
Technology
Inception Date
Sep 30, 2021
Exchange
BATS
Description
The Innovator U.S. Equity Accelerated 9 Buffer ETF seeks to provide double (2x) the upside return of SPY (SPDR S&P 500 ETF Trust), to a cap, with approximately single exposure to the downside, over a one-year outcome period. The ETF buffers investors against the first 9% of losses over the outcome period. The ETF can be held indefinitely, resetting at the end of each outcome period, approximately annually.

Similar ETFs

SymbolNameAUM
VTIVanguard Total Stock Market ETF$2.00T
VOOVanguard S&P 500 ETF$1.40T
IVViShares Core S&P 500 ETF$814.55B
SPYState Street SPDR S&P 500 ETF Trust$751.52B
QQQInvesco QQQ Trust, Series 1$455.94B

The Innovator U.S. Equity Accelerated 9 Buffer ETF (XBOC) is an exchange-traded fund issued by Innovator that launched on Sep 30, 2021. It currently manages $63.8M in assets under management. The fund charges an expense ratio of 0.79%. The fund holds 7 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1SPY 09/30/2026 6.64 C78.28%902$64.4M
2SPY 09/30/2026 705.15 C10.52%-1,804$-8654834
3SPY 09/30/2026 666.15 C8.63%902$7.1M
4SPY 09/30/2026 666.15 P1.50%902$1.2M
5SPY 09/30/2026 606.2 P0.78%-902$-637290
6US BANK MMDA - USBGFS 9 09/01/20370.23%193,424$193K
7Cash & Other0.06%-48,547$-48547

Detailed Returns

PeriodReturnETF
1D
+0.14%
1W
+0.69%
1M
+2.91%
3M
+4.43%
6M
+6.63%
YTD
+4.22%
1Y
+14.03%
3Y
+40.55%
5Y
+44.92%

Moving Averages

20-Day MA

$34.72

Above 20-Day MA
50-Day MA

$33.87

Above 50-Day MA
200-Day MA

$33.24

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$35.07

Current Price

$35.07

52-Week Low

$30.50

$30.50$35.07

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricXBOCTechnology(1407 ETFs)Buffer(249 ETFs)
Fund Info
Expense Ratio0.79%0.64%0.77%
AUM$63.8M$6.99B$315.9M
Dividend Yield2.86%14.07%
Avg Volume3.7K604.2K42.6K
Holdings720313
Performance
1-Month Return+2.48%+11.26%+2.15%
6-Month Return+5.79%+11.90%+5.33%
YTD Return+4.52%+14.82%+4.43%
1-Year Return+14.63%+37.58%+14.97%

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