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

BIM

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 $85.1B AUM 27.35% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Atria Wealth Solutions's XTOC Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Innovator US Equity Accelerated Plus ETF October (XTOC) in Q3 2024, closing a stake of 61,813 shares — an estimated $1.75M sold.

Atria Wealth Solutions first reported a position in XTOC in Q4 2022 and held it in 7 quarters. The position peaked at $1.75M in Q2 2024. 14 funds tracked by Wall St. Rank hold XTOC as of Q3 2024.

Atria Wealth Solutions reported no remaining Innovator US Equity Accelerated Plus ETF October position as of Q3 2024 after selling out during the quarter.
Atria Wealth Solutions sold 61,813 Innovator US Equity Accelerated Plus ETF October shares in Q3 2024, an estimated $1.75M.
Atria Wealth Solutions first reported a position in Innovator US Equity Accelerated Plus ETF October in Q4 2022 and held it in 7 quarters.
Atria Wealth Solutions's Innovator US Equity Accelerated Plus ETF October position peaked at $1.75M in Q2 2024.
14 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF October as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.