Atria Wealth Solutions’s Innovator US Equity Accelerated Plus ETF October XTOC Stock Holding History

Atria Wealth Solutions’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
2024 Q3	–	Sell	-61,813	Closed	-$1.75M	–	2062
2024 Q2	$1.75M	Buy	61,813 +5,964	+11%	+$167K	0.02%	674
2024 Q1	$1.55M	Hold	55,849	–	–	0.02%	721
2023 Q4	$1.49M	Buy	55,849 +1,256	+2%	+$31.9K	0.02%	708
2023 Q3	$1.34M	Sell	54,593 -1,349	-2%	-$32.9K	0.02%	698
2023 Q2	$1.35M	Sell	55,942 -6,320	-10%	-$148K	0.02%	717
2023 Q1	$1.42M	Buy	62,262 +1,486	+2%	+$33.1K	0.02%	669
2022 Q4	$1.29M	Buy	+60,776	New	+$1.27M	0.02%	651

Other funds holding XTOC

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return