Blue Bell Private Wealth Management’s Innovator US Equity Accelerated ETF October XDOC Stock Holding History

Blue Bell Private Wealth Management's XDOC Position: Q4 2025 in Review

Blue Bell Private Wealth Management sold out of Innovator US Equity Accelerated ETF October (XDOC) in Q4 2025, closing a stake of 2,410 shares — an estimated $81.7K sold.

Blue Bell Private Wealth Management first reported a position in XDOC in Q4 2021 and held it in 16 quarters. The position peaked at $137K in Q1 2023. 1 fund tracked by Wall St. Rank holds XDOC as of Q4 2025.

• Blue Bell Private Wealth Management reported no remaining Innovator US Equity Accelerated ETF October position as of Q4 2025 after selling out during the quarter.
• Blue Bell Private Wealth Management sold 2,410 Innovator US Equity Accelerated ETF October shares in Q4 2025, an estimated $81.7K.
• Blue Bell Private Wealth Management first reported a position in Innovator US Equity Accelerated ETF October in Q4 2021 and held it in 16 quarters.
• Blue Bell Private Wealth Management's Innovator US Equity Accelerated ETF October position peaked at $137K in Q1 2023.
• 1 fund tracked by Wall St. Rank held Innovator US Equity Accelerated ETF October as of Q4 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.