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Macroview Investment Management’s Innovator US Equity Accelerated Plus ETF October XTOC Stock Holding History

Macroview Investment Management’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
-42,450
Closed -$1.03M – 875
2023
Q2 		$1.03M Sell
42,450
-707
-2% -$16.6K 1.58% 23
2023
Q1 		$986K Buy
+43,157
New +$960K 1.58% 22

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

Macroview Investment Management's XTOC Position: Q3 2023 in Review

Macroview Investment Management sold out of Innovator US Equity Accelerated Plus ETF October (XTOC) in Q3 2023, closing a stake of 42,450 shares — an estimated $1.03M sold.

Macroview Investment Management first reported a position in XTOC in Q1 2023 and held it in 2 quarters. The position peaked at $1.03M in Q2 2023. 9 funds tracked by Wall St. Rank hold XTOC as of Q3 2023.

  • Macroview Investment Management reported no remaining Innovator US Equity Accelerated Plus ETF October position as of Q3 2023 after selling out during the quarter.
  • Macroview Investment Management sold 42,450 Innovator US Equity Accelerated Plus ETF October shares in Q3 2023, an estimated $1.03M.
  • Macroview Investment Management first reported a position in Innovator US Equity Accelerated Plus ETF October in Q1 2023 and held it in 2 quarters.
  • Macroview Investment Management's Innovator US Equity Accelerated Plus ETF October position peaked at $1.03M in Q2 2023.
  • 9 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF October as of Q3 2023.

Based on Macroview Investment Management's 13F filing for Q3 2023, filed 26 Oct 2023.