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 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

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

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

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

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return

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

WTFG

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

BBPWM

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

Foundations Investment Advisors's XTOC Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Innovator US Equity Accelerated Plus ETF October (XTOC) stake by 0.03% in Q1 2026, selling an estimated $100 and leaving 9,396 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Foundations Investment Advisors first reported a position in XTOC in Q4 2025 and has held it in 2 quarters since. The position peaked at $315K in Q4 2025. 20 funds tracked by Wall St. Rank hold XTOC as of Q1 2026.

Foundations Investment Advisors held 9,396 shares of Innovator US Equity Accelerated Plus ETF October worth $304K as of Q1 2026.
Foundations Investment Advisors sold 3 Innovator US Equity Accelerated Plus ETF October shares in Q1 2026, an estimated $100.
Innovator US Equity Accelerated Plus ETF October made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #898 holding.
Foundations Investment Advisors first reported a position in Innovator US Equity Accelerated Plus ETF October in Q4 2025 and has held it in 2 quarters since.
Foundations Investment Advisors's Innovator US Equity Accelerated Plus ETF October position peaked at $315K in Q4 2025.
20 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF October as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.