Cambridge Investment Research Advisors
XDOC

Cambridge Investment Research Advisors’s Innovator US Equity Accelerated ETF October XDOC Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		– Sell
-11,847
Closed -$323K – 3404
2023
Q4 		$323K Buy
+11,847
New +$308K ﹤0.01% 2540
2023
Q3 		– Sell
-9,906
Closed -$243K – 3276
2023
Q2 		$243K Buy
+9,906
New +$235K ﹤0.01% 2711

Other funds holding XDOC

UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 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
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Cambridge Investment Research Advisors's XDOC Position: Q1 2024 in Review

Cambridge Investment Research Advisors sold out of Innovator US Equity Accelerated ETF October (XDOC) in Q1 2024, closing a stake of 11,847 shares — an estimated $323K sold.

Cambridge Investment Research Advisors first reported a position in XDOC in Q2 2023 and held it in 2 quarters. The position peaked at $323K in Q4 2023. 9 funds tracked by Wall St. Rank hold XDOC as of Q1 2024.

  • Cambridge Investment Research Advisors reported no remaining Innovator US Equity Accelerated ETF October position as of Q1 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 11,847 Innovator US Equity Accelerated ETF October shares in Q1 2024, an estimated $323K.
  • Cambridge Investment Research Advisors first reported a position in Innovator US Equity Accelerated ETF October in Q2 2023 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's Innovator US Equity Accelerated ETF October position peaked at $323K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF October as of Q1 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.