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L.J. Altfest & Co’s Innovator Growth Accelerated Plus ETF October QTOC Stock Holding History

L.J. Altfest & Co’s Portfolio QTOC Stock Details QTOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-30,703
Closed -$844K – 362
2024
Q2 		$844K Buy
30,703
+1,291
+4% +$34.8K 0.12% 130
2024
Q1 		$785K Buy
+29,412
New +$769K 0.11% 134
2023
Q3 		– Sell
-197,634
Closed -$4.48M – 308
2023
Q2 		$4.48M Buy
+197,634
New +$4.34M 0.67% 30

Other funds holding QTOC

SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
CPA
Clear Point Advisors Melville, New York $129M AUM 12.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

L.J. Altfest & Co's QTOC Position: Q3 2024 in Review

L.J. Altfest & Co sold out of Innovator Growth Accelerated Plus ETF October (QTOC) in Q3 2024, closing a stake of 30,703 shares — an estimated $844K sold.

L.J. Altfest & Co first reported a position in QTOC in Q2 2023 and held it in 3 quarters. The position peaked at $4.48M in Q2 2023. 9 funds tracked by Wall St. Rank hold QTOC as of Q3 2024.

  • L.J. Altfest & Co reported no remaining Innovator Growth Accelerated Plus ETF October position as of Q3 2024 after selling out during the quarter.
  • L.J. Altfest & Co sold 30,703 Innovator Growth Accelerated Plus ETF October shares in Q3 2024, an estimated $844K.
  • L.J. Altfest & Co first reported a position in Innovator Growth Accelerated Plus ETF October in Q2 2023 and held it in 3 quarters.
  • L.J. Altfest & Co's Innovator Growth Accelerated Plus ETF October position peaked at $4.48M in Q2 2023.
  • 9 funds tracked by Wall St. Rank held Innovator Growth Accelerated Plus ETF October as of Q3 2024.

Based on L.J. Altfest & Co's 13F filing for Q3 2024, filed 5 Nov 2024.