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Fiduciary Alliance’s Innovator US Equity Accelerated Plus ETF October XTOC Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-10
Closed -$242 – 972
2023
Q2 		$242 Buy
+10
New +$234 ﹤0.01% 962
2023
Q1 		– Sell
-2,070
Closed -$43.9K – 886
2022
Q4 		$43.9K Buy
+2,070
New +$43.3K 0.01% 232

Other funds holding XTOC

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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiduciary Alliance's XTOC Position: Q3 2023 in Review

Fiduciary Alliance sold out of Innovator US Equity Accelerated Plus ETF October (XTOC) in Q3 2023, closing a stake of 10 shares — an estimated $242 sold.

Fiduciary Alliance first reported a position in XTOC in Q4 2022 and held it in 2 quarters. The position peaked at $43.9K in Q4 2022. 9 funds tracked by Wall St. Rank hold XTOC as of Q3 2023.

  • Fiduciary Alliance reported no remaining Innovator US Equity Accelerated Plus ETF October position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 10 Innovator US Equity Accelerated Plus ETF October shares in Q3 2023, an estimated $242.
  • Fiduciary Alliance first reported a position in Innovator US Equity Accelerated Plus ETF October in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Innovator US Equity Accelerated Plus ETF October position peaked at $43.9K in Q4 2022.
  • 9 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF October as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.