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B. Riley Wealth Advisors’s Innovator US Equity Accelerated Plus ETF October XTOC Stock Holding History

B. Riley Wealth Advisors’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
2022
Q2 		– Sell
-20,700
Closed -$528K – 1404
2022
Q1 		$528K Hold
20,700
– – 0.02% 722
2021
Q4 		$535K Buy
+20,700
New +$522K 0.02% 771

Other funds holding XTOC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 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 XTOC Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of Innovator US Equity Accelerated Plus ETF October (XTOC) in Q2 2022, closing a stake of 20,700 shares — an estimated $528K sold.

B. Riley Wealth Advisors first reported a position in XTOC in Q4 2021 and held it in 2 quarters. The position peaked at $535K in Q4 2021. 9 funds tracked by Wall St. Rank hold XTOC as of Q2 2022.

  • B. Riley Wealth Advisors reported no remaining Innovator US Equity Accelerated Plus ETF October position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 20,700 Innovator US Equity Accelerated Plus ETF October shares in Q2 2022, an estimated $528K.
  • B. Riley Wealth Advisors first reported a position in Innovator US Equity Accelerated Plus ETF October in Q4 2021 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Innovator US Equity Accelerated Plus ETF October position peaked at $535K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF October as of Q2 2022.

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