Citadel Advisors’s Innovator US Equity Accelerated ETF October XDOC Stock Holding History

Citadel 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
2023 Q3	–	Sell	-51,818	Closed	-$1.27M	–	15235
2023 Q2	$1.27M	Buy	51,818 +402	+0.8%	+$9.52K	﹤0.01%	5967
2023 Q1	$1.18M	Buy	51,416 +2,600	+5%	+$58.2K	﹤0.01%	6416
2022 Q4	$1.04M	Buy	+48,816	New	+$1.03M	﹤0.01%	6743

Other funds holding XDOC

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Citadel Advisors's XDOC Position: Q3 2023 in Review

Citadel Advisors sold out of Innovator US Equity Accelerated ETF October (XDOC) in Q3 2023, closing a stake of 51,818 shares — an estimated $1.27M sold.

Citadel Advisors first reported a position in XDOC in Q4 2022 and held it in 3 quarters. The position peaked at $1.27M in Q2 2023. 8 funds tracked by Wall St. Rank hold XDOC as of Q3 2023.

Citadel Advisors reported no remaining Innovator US Equity Accelerated ETF October position as of Q3 2023 after selling out during the quarter.
Citadel Advisors sold 51,818 Innovator US Equity Accelerated ETF October shares in Q3 2023, an estimated $1.27M.
Citadel Advisors first reported a position in Innovator US Equity Accelerated ETF October in Q4 2022 and held it in 3 quarters.
Citadel Advisors's Innovator US Equity Accelerated ETF October position peaked at $1.27M in Q2 2023.
8 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF October as of Q3 2023.

Based on Citadel Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.