CreativeOne Wealth’s Innovator US Equity Accelerated Plus ETF October XTOC Stock Holding History

CreativeOne Wealth’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 Q3	–	Sell	-12,700	Closed	-$267K	–	778
2022 Q2	$267K	Buy	+12,700	New	+$294K	0.01%	594

Other funds holding XTOC

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

CreativeOne Wealth's XTOC Position: Q3 2022 in Review

CreativeOne Wealth sold out of Innovator US Equity Accelerated Plus ETF October (XTOC) in Q3 2022, closing a stake of 12,700 shares — an estimated $267K sold.

CreativeOne Wealth first reported a position in XTOC in Q2 2022 and held it in 1 quarter. The position peaked at $267K in Q2 2022. 6 funds tracked by Wall St. Rank hold XTOC as of Q3 2022.

CreativeOne Wealth reported no remaining Innovator US Equity Accelerated Plus ETF October position as of Q3 2022 after selling out during the quarter.
CreativeOne Wealth sold 12,700 Innovator US Equity Accelerated Plus ETF October shares in Q3 2022, an estimated $267K.
CreativeOne Wealth first reported a position in Innovator US Equity Accelerated Plus ETF October in Q2 2022 and held it in 1 quarter.
CreativeOne Wealth's Innovator US Equity Accelerated Plus ETF October position peaked at $267K in Q2 2022.
6 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF October as of Q3 2022.

Based on CreativeOne Wealth's 13F filing for Q3 2022, filed 15 Nov 2022.