XBOC

📎 Investment Objective

The Innovator U.S. Equity Accelerated 9 Buffer ETF - October (XBOC) seeks to provide investors with returns that are enhanced by up to 9% of the positive performance of the S&P 500 Index, while providing a buffer against the first 9% of losses.

✨ Key Features

• Seeks to provide enhanced upside participation of up to 9% of the S&P 500 Index's positive performance
• Offers a 9% buffer against the first 9% of losses in the S&P 500 Index
• Actively managed options-based strategy to achieve the desired risk/return profile
• Resets the upside enhancement and downside buffer on an annual basis

⚠️ Primary Risks

• Market risk: The fund's performance is tied to the performance of the S&P 500 Index and is subject to market volatility
• Options risk: The fund's use of FLEX Options exposes it to the risks associated with the options market, including potential losses beyond the 9% buffer
• Liquidity risk: The FLEX Options used by the fund may have limited liquidity, which could impact the fund's ability to achieve its investment objective
• Counterparty risk: The fund is exposed to the creditworthiness of the options counterparties, which could impact the fund's performance

👤 Best For

XBOC may be suitable for investors seeking exposure to the U.S. equity market with a moderate risk tolerance. The fund's enhanced upside participation and downside buffer may appeal to investors looking to manage their market risk while still participating in the potential upside of the S&P 500 Index.