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B. Riley Wealth Advisors’s Innovator Growth Accelerated Plus ETF October QTOC Stock Holding History

B. Riley Wealth Advisors’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
2022
Q2 		– Sell
-22,600
Closed -$568K – 1357
2022
Q1 		$568K Hold
22,600
– – 0.02% 686
2021
Q4 		$593K Buy
+22,600
New +$579K 0.02% 726

Other funds holding QTOC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Advisors's QTOC Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of Innovator Growth Accelerated Plus ETF October (QTOC) in Q2 2022, closing a stake of 22,600 shares — an estimated $568K sold.

B. Riley Wealth Advisors first reported a position in QTOC in Q4 2021 and held it in 2 quarters. The position peaked at $593K in Q4 2021. 8 funds tracked by Wall St. Rank hold QTOC as of Q2 2022.

  • B. Riley Wealth Advisors reported no remaining Innovator Growth Accelerated Plus ETF October position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 22,600 Innovator Growth Accelerated Plus ETF October shares in Q2 2022, an estimated $568K.
  • B. Riley Wealth Advisors first reported a position in Innovator Growth Accelerated Plus ETF October in Q4 2021 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Innovator Growth Accelerated Plus ETF October position peaked at $593K in Q4 2021.
  • 8 funds tracked by Wall St. Rank held Innovator Growth Accelerated Plus ETF October as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.