Xml Financial, LLC Innovator U.S. Equity Buffer E Call Options Transaction History
Xml Financial, LLC
- $1.2 Billion
- Q3 2025
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding BOCT
# of Institutions
101Shares Held
3.88MCall Options Held
0Put Options Held
0- 
    
      Trustcore Financial Services, LLC597KShares$28.7 Million1.69% of portfolio
- 
    
      Penserra Capital Management LLC Orinda, CA385KShares$18.5 Million0.24% of portfolio
- 
    
      Commonwealth Equity Services, LLC315KShares$15.1 Million0.02% of portfolio
- 
    
      Integral Investment Advisors, Inc.267KShares$12.8 Million3.61% of portfolio
- 
    
      Cetera Investment Advisers Schaumburg, IL172KShares$8.25 Million0.01% of portfolio