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Atria Wealth Solutions’s Innovator Growth Accelerated Plus ETF October QTOC Stock Holding History

Atria Wealth Solutions’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
2024
Q2 		– Sell
-20,200
Closed -$539K – 2041
2024
Q1 		$539K Buy
20,200
+6,400
+46% +$167K 0.01% 1222
2023
Q4 		$352K Buy
+13,800
New +$333K ﹤0.01% 1391

Other funds holding QTOC

SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
CPA
Clear Point Advisors Melville, New York $129M AUM 12.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atria Wealth Solutions's QTOC Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Innovator Growth Accelerated Plus ETF October (QTOC) in Q2 2024, closing a stake of 20,200 shares — an estimated $539K sold.

Atria Wealth Solutions first reported a position in QTOC in Q4 2023 and held it in 2 quarters. The position peaked at $539K in Q1 2024. 10 funds tracked by Wall St. Rank hold QTOC as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Innovator Growth Accelerated Plus ETF October position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 20,200 Innovator Growth Accelerated Plus ETF October shares in Q2 2024, an estimated $539K.
  • Atria Wealth Solutions first reported a position in Innovator Growth Accelerated Plus ETF October in Q4 2023 and held it in 2 quarters.
  • Atria Wealth Solutions's Innovator Growth Accelerated Plus ETF October position peaked at $539K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held Innovator Growth Accelerated Plus ETF October as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.