JY
XDOC

Jeff Yass’s Innovator US Equity Accelerated ETF October XDOC Stock Holding History

Jeff Yass’s Portfolio XDOC Stock Details XDOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-48,577
Closed -$1.42M – 13844
2025
Q1 		$1.42M Buy
48,577
+40,892
+532% +$1.24M ﹤0.01% 6349
2024
Q4 		$233K Sell
7,685
-2,542
-25% -$76.9K ﹤0.01% 10376
2024
Q3 		$303K Buy
+10,227
New +$300K ﹤0.01% 9583
2024
Q1 		– Sell
-21,411
Closed -$584K – 13495
2023
Q4 		$584K Buy
+21,411
New +$556K ﹤0.01% 8281
2023
Q3 		– Sell
-24,597
Closed -$603K – 13129
2023
Q2 		$603K Buy
24,597
+3,530
+17% +$83.6K ﹤0.01% 7871
2023
Q1 		$485K Buy
+21,067
New +$471K ﹤0.01% 8646
2022
Q4 		– Sell
-26,295
Closed -$522K – 13835
2022
Q3 		$522K Buy
26,295
+12,434
+90% +$275K ﹤0.01% 8372
2022
Q2 		$290K Sell
13,861
-3,900
-22% -$89.9K ﹤0.01% 9649
2022
Q1 		$453K Sell
17,761
-1,402
-7% -$34.9K ﹤0.01% 9228
2021
Q4 		$496K Buy
+19,163
New +$483K ﹤0.01% 9242

Other funds holding XDOC

OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Jeff Yass's XDOC Position: Q2 2025 in Review

Jeff Yass sold out of Innovator US Equity Accelerated ETF October (XDOC) in Q2 2025, closing a stake of 48,577 shares — an estimated $1.42M sold.

Jeff Yass first reported a position in XDOC in Q4 2021 and held it in 10 quarters. The position peaked at $1.42M in Q1 2025. 9 funds tracked by Wall St. Rank hold XDOC as of Q2 2025.

  • Jeff Yass reported no remaining Innovator US Equity Accelerated ETF October position as of Q2 2025 after selling out during the quarter.
  • Jeff Yass sold 48,577 Innovator US Equity Accelerated ETF October shares in Q2 2025, an estimated $1.42M.
  • Jeff Yass first reported a position in Innovator US Equity Accelerated ETF October in Q4 2021 and held it in 10 quarters.
  • Jeff Yass's Innovator US Equity Accelerated ETF October position peaked at $1.42M in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF October as of Q2 2025.

Based on Susquehanna International Group's 13F filing for Q2 2025, filed 14 Aug 2025.