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

Cambridge Investment Research 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
2024
Q2 		– Sell
-24,020
Closed -$666K – 3450
2024
Q1 		$666K Buy
+24,020
New +$654K ﹤0.01% 2027

Other funds holding XTOC

BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Cambridge Investment Research Advisors's XTOC Position: Q2 2024 in Review

Cambridge Investment Research Advisors sold out of Innovator US Equity Accelerated Plus ETF October (XTOC) in Q2 2024, closing a stake of 24,020 shares — an estimated $666K sold.

Cambridge Investment Research Advisors first reported a position in XTOC in Q1 2024 and held it in 1 quarter. The position peaked at $666K in Q1 2024. 13 funds tracked by Wall St. Rank hold XTOC as of Q2 2024.

  • Cambridge Investment Research Advisors reported no remaining Innovator US Equity Accelerated Plus ETF October position as of Q2 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 24,020 Innovator US Equity Accelerated Plus ETF October shares in Q2 2024, an estimated $666K.
  • Cambridge Investment Research Advisors first reported a position in Innovator US Equity Accelerated Plus ETF October in Q1 2024 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's Innovator US Equity Accelerated Plus ETF October position peaked at $666K in Q1 2024.
  • 13 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF October as of Q2 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.