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AE Wealth Management’s Innovator US Equity Accelerated Plus ETF October XTOC Stock Holding History

AE Wealth Management’s Portfolio XTOC Stock Details XTOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-333
Closed -$11.1K – 2719
2025
Q4 		$11.1K Buy
+333
New +$11K ﹤0.01% 2127

Other funds holding XTOC

WFP
Welch Financial Planning Boulder, Colorado $172M AUM
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

AE Wealth Management's XTOC Position: Q1 2026 in Review

AE Wealth Management sold out of Innovator US Equity Accelerated Plus ETF October (XTOC) in Q1 2026, closing a stake of 333 shares — an estimated $11.1K sold.

AE Wealth Management first reported a position in XTOC in Q4 2025 and held it in 1 quarter. The position peaked at $11.1K in Q4 2025. 20 funds tracked by Wall St. Rank hold XTOC as of Q1 2026.

  • AE Wealth Management reported no remaining Innovator US Equity Accelerated Plus ETF October position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 333 Innovator US Equity Accelerated Plus ETF October shares in Q1 2026, an estimated $11.1K.
  • AE Wealth Management first reported a position in Innovator US Equity Accelerated Plus ETF October in Q4 2025 and held it in 1 quarter.
  • AE Wealth Management's Innovator US Equity Accelerated Plus ETF October position peaked at $11.1K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF October as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.