Regatta Research & Money Management’s Innovator US Equity Accelerated Plus ETF October XTOC Stock Holding History

Regatta Research & Money 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
2026 Q2	$2.87M	Buy	+79,344	New	+$2.79M	2.71%	6

Other funds holding XTOC

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

MFA

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return

ACM

Andina Capital Management Lehi, Utah $62M AUM 12.06% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return

Regatta Research & Money Management's XTOC Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Innovator US Equity Accelerated Plus ETF October (XTOC) in Q2 2026: 79,344 shares worth $2.87M. The stake represents 2.71% of the portfolio and ranks #6 among its holdings.

20 funds tracked by Wall St. Rank hold XTOC as of Q2 2026.

Regatta Research & Money Management held 79,344 shares of Innovator US Equity Accelerated Plus ETF October worth $2.87M as of Q2 2026.
Innovator US Equity Accelerated Plus ETF October was a new Regatta Research & Money Management position in Q2 2026.
Innovator US Equity Accelerated Plus ETF October made up 2.71% of Regatta Research & Money Management's portfolio in Q2 2026, its #6 holding.
20 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF October as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.