Cetera Investment Advisers
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Cetera Investment Advisers’s Innovator US Equity Accelerated Plus ETF October XTOC Stock Holding History

Cetera Investment Advisers’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
Q4 		– Sell
-49,167
Closed -$975K – 2173
2022
Q3 		$975K Sell
49,167
-3,942
-7% -$87.8K 0.02% 727
2022
Q2 		$1.11M Buy
53,109
+613
+1% +$14.2K 0.02% 753
2022
Q1 		$1.34M Buy
+52,496
New +$1.31M 0.02% 714

Other funds holding XTOC

SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cetera Investment Advisers's XTOC Position: Q4 2022 in Review

Cetera Investment Advisers sold out of Innovator US Equity Accelerated Plus ETF October (XTOC) in Q4 2022, closing a stake of 49,167 shares — an estimated $975K sold.

Cetera Investment Advisers first reported a position in XTOC in Q1 2022 and held it in 3 quarters. The position peaked at $1.34M in Q1 2022. 16 funds tracked by Wall St. Rank hold XTOC as of Q4 2022.

  • Cetera Investment Advisers reported no remaining Innovator US Equity Accelerated Plus ETF October position as of Q4 2022 after selling out during the quarter.
  • Cetera Investment Advisers sold 49,167 Innovator US Equity Accelerated Plus ETF October shares in Q4 2022, an estimated $975K.
  • Cetera Investment Advisers first reported a position in Innovator US Equity Accelerated Plus ETF October in Q1 2022 and held it in 3 quarters.
  • Cetera Investment Advisers's Innovator US Equity Accelerated Plus ETF October position peaked at $1.34M in Q1 2022.
  • 16 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF October as of Q4 2022.

Based on Cetera Investment Advisers's 13F filing for Q4 2022, filed 14 Feb 2023.