Pinnacle Wealth Planning Services
XTOC icon

Pinnacle Wealth Planning Services’s Innovator US Equity Accelerated Plus ETF October XTOC Stock Holding History

Pinnacle Wealth Planning Services’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 		$77.3K Hold
2,140
– – 0.01% 1021
2026
Q1 		$69.3K Hold
2,140
– – 0.01% 1012
2025
Q4 		$71.7K Buy
+2,140
New +$70.5K 0.01% 977

Other funds holding XTOC

Bullseye Investment Management
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Regatta Research & Money Management
Regatta Research & Money Management Metairie, Louisiana $106M AUM
Welch Financial Planning
Welch Financial Planning Boulder, Colorado $172M AUM
Millington Financial Advisors
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
First Commonwealth Financial Corp
First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return
Andina Capital Management
Andina Capital Management Lehi, Utah $69.4M AUM 8.18% 1-Year Est. Return
Wood Tarver Financial Group
Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return

Pinnacle Wealth Planning Services's XTOC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Innovator US Equity Accelerated Plus ETF October (XTOC) position steady in Q2 2026 at 2,140 shares worth $77.3K. The position accounts for 0.01% of the portfolio, ranked #1021.

Pinnacle Wealth Planning Services first reported a position in XTOC in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold XTOC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,140 shares of Innovator US Equity Accelerated Plus ETF October worth $77.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Innovator US Equity Accelerated Plus ETF October share count unchanged in Q2 2026.
  • Innovator US Equity Accelerated Plus ETF October made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1021 holding.
  • Pinnacle Wealth Planning Services first reported a position in Innovator US Equity Accelerated Plus ETF October in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF October as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.