BWM
XDOC

Brown Wealth Management’s Innovator US Equity Accelerated ETF October XDOC Stock Holding History

Brown Wealth Management’s Portfolio XDOC Stock Details XDOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,370
Closed -$239K – 98
2024
Q1 		$239K Buy
+8,370
New +$234K 0.1% 81

Other funds holding XDOC

UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Brown Wealth Management's XDOC Position: Q2 2024 in Review

Brown Wealth Management sold out of Innovator US Equity Accelerated ETF October (XDOC) in Q2 2024, closing a stake of 8,370 shares — an estimated $239K sold.

Brown Wealth Management first reported a position in XDOC in Q1 2024 and held it in 1 quarter. The position peaked at $239K in Q1 2024. 8 funds tracked by Wall St. Rank hold XDOC as of Q2 2024.

  • Brown Wealth Management reported no remaining Innovator US Equity Accelerated ETF October position as of Q2 2024 after selling out during the quarter.
  • Brown Wealth Management sold 8,370 Innovator US Equity Accelerated ETF October shares in Q2 2024, an estimated $239K.
  • Brown Wealth Management first reported a position in Innovator US Equity Accelerated ETF October in Q1 2024 and held it in 1 quarter.
  • Brown Wealth Management's Innovator US Equity Accelerated ETF October position peaked at $239K in Q1 2024.
  • 8 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF October as of Q2 2024.

Based on Brown Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.