Bullseye Investment Management, LLC XBOC — INNOVATOR US EQY ACCLR 9BUF ETF

Ownership history in Bullseye Investment Management, LLC  ·  8 quarters on record

AI Ownership Summary

Bullseye Investment Management, LLC reported INNOVATOR US EQY ACCLR 9BUF ETF (XBOC) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.21% in 2024 Q3. The latest visible filing shows XBOC at 0.96% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XBOC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bullseye Investment Management, LLC's position in INNOVATOR US EQY ACCLR 9BUF ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XBOC was reported at 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.21% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XBOC stock page Bullseye Investment Management, LLC fund profile Bullseye Investment Management, LLC full holdings
How Bullseye Investment Management, LLC held XBOC — position size vs. price
% of Fund (quarterly)    XBOC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 53,095 — 0% 0.96% $1.6M 2026-02-14 (Est.) $33.58
2025 Q2 UNCHANGED — — — 53,095 — 0% 0.96% $1.6M 2025-08-06 $32.24
2025 Q1 ADDED — — — 53,095 +3,708 +7.5% 0.96% $1.6M 2025-05-15 $30.85
2024 Q4 REDUCED 60.6% -1.4% ✅ 49,387 -75,890 -60.6% 0.99% $1.5M 2025-02-12 $30.81
2024 Q3 ADDED — — — 125,277 +31,258 +33.2% 2.21% $3.8M 2024-11-14 $30.23
2024 Q2 REDUCED 27.7% +1.6% ❌ 94,019 -35,942 -27.7% 1.82% $2.8M 2024-08-14 $29.47
2024 Q1 REDUCED 10.8% +1.9% ❌ 129,961 -15,712 -10.8% 2.17% $3.7M 2024-05-20 $29.02
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XBOC

As of 2026 Q2 — sorted by position size

CROSSPOINT FINANCIAL, LLC 3Y 3.19% Welch Financial Planning, LLC 0.54% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.48% Brookwood Investment Group LLC 0.21% Millington Financial Advisors, LLC 3Y 0.18% FIRST COMMONWEALTH FINANCIAL CORP /PA/ 3Y 7Y 0.17% VESTIA PERSONAL WEALTH ADVISORS 0.17% Diligent Investors, LLC 3Y 7Y 0.08% CRA Financial Services, LLC 3Y 7Y 0.07% Orion Capital Management LLC 3Y 0.07%

FAQ About Bullseye Investment Management, LLC and XBOC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bullseye Investment Management, LLC reported owning XBOC?

Bullseye Investment Management, LLC reported XBOC across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported XBOC position in Bullseye Investment Management, LLC's portfolio?

The largest reported portfolio weight for XBOC was 2.21% in 2024 Q3.

What is the latest reported XBOC position on this page?

The most recent filing on this page is 2025 Q4, when Bullseye Investment Management, LLC reported 53,095 shares, equal to 0.96% of portfolio, with an estimated market value of $1.6M.

What does the chart on this XBOC ownership page compare?

The chart compares Bullseye Investment Management, LLC's quarterly XBOC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bullseye Investment Management, LLC time their XBOC position?

Based on 13F filing dates vs. subsequent XBOC price moves, Bullseye Investment Management, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on XBOC relative to SPY over the holding period was -7.7%.

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