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

EverSource Wealth 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
2026 Q2	$2.89K	Hold	80	–	–	﹤0.01%	3559
2026 Q1	$2.59K	Hold	80	–	–	﹤0.01%	3550
2025 Q4	$2.68K	Buy	+80	New	+$2.63K	﹤0.01%	3390

Other funds holding XTOC

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's XTOC Position: Q2 2026 in Review

EverSource Wealth Advisors held its Innovator US Equity Accelerated Plus ETF October (XTOC) position steady in Q2 2026 at 80 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #3559.

EverSource Wealth Advisors first reported a position in XTOC in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold XTOC as of Q2 2026.

EverSource Wealth Advisors held 80 shares of Innovator US Equity Accelerated Plus ETF October worth $2.89K as of Q2 2026.
EverSource Wealth Advisors left its Innovator US Equity Accelerated Plus ETF October share count unchanged in Q2 2026.
Innovator US Equity Accelerated Plus ETF October made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3559 holding.
EverSource Wealth Advisors first reported a position in Innovator US Equity Accelerated Plus ETF October in Q4 2025 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF October as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.