AE Wealth Management
QTOC icon

AE Wealth Management’s Innovator Growth Accelerated Plus ETF October QTOC Stock Holding History

AE Wealth Management’s Portfolio QTOC Stock Details QTOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-25
Closed -$690 – 2247
2025
Q1 		$690 Hold
25
– – ﹤0.01% 2091
2024
Q4 		$732 Buy
+25
New +$721 ﹤0.01% 2057

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Osaic Holdings
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World Investment Advisors
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Cary Street Partners
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GTS Securities
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BLVD Private Wealth
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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AE Wealth Management's QTOC Position: Q2 2025 in Review

AE Wealth Management sold out of Innovator Growth Accelerated Plus ETF October (QTOC) in Q2 2025, closing a stake of 25 shares — an estimated $690 sold.

AE Wealth Management first reported a position in QTOC in Q4 2024 and held it in 2 quarters. The position peaked at $732 in Q4 2024. 15 funds tracked by Wall St. Rank hold QTOC as of Q2 2025.

  • AE Wealth Management reported no remaining Innovator Growth Accelerated Plus ETF October position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 25 Innovator Growth Accelerated Plus ETF October shares in Q2 2025, an estimated $690.
  • AE Wealth Management first reported a position in Innovator Growth Accelerated Plus ETF October in Q4 2024 and held it in 2 quarters.
  • AE Wealth Management's Innovator Growth Accelerated Plus ETF October position peaked at $732 in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Innovator Growth Accelerated Plus ETF October as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.