Foundations Investment Advisors’s Innovator US Equity Accelerated Plus ETF October XTOC Stock Holding History

Foundations Investment 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	$333K	Sell	9,208 -188	-2%	-$6.62K	﹤0.01%	919
2026 Q1	$304K	Sell	9,396 -3	-0%	-$100	﹤0.01%	898
2025 Q4	$315K	Buy	+9,399	New	+$310K	﹤0.01%	873

Other funds holding XTOC

RRMM

Regatta Research & Money Management Metairie, Louisiana $106M AUM

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

MFA

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return

ACM

Andina Capital Management Lehi, Utah $62M AUM 12.06% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return

Foundations Investment Advisors's XTOC Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Innovator US Equity Accelerated Plus ETF October (XTOC) stake by 2% in Q2 2026, selling an estimated $6.62K and leaving 9,208 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Foundations Investment Advisors first reported a position in XTOC in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold XTOC as of Q2 2026.

Foundations Investment Advisors held 9,208 shares of Innovator US Equity Accelerated Plus ETF October worth $333K as of Q2 2026.
Foundations Investment Advisors sold 188 Innovator US Equity Accelerated Plus ETF October shares in Q2 2026, an estimated $6.62K.
Innovator US Equity Accelerated Plus ETF October made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #919 holding.
Foundations Investment Advisors first reported a position in Innovator US Equity Accelerated Plus ETF October in Q4 2025 and has held it in 3 quarters since.
20 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF October as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.