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Spire Wealth Management’s Innovator US Equity Accelerated Plus ETF October XTOC Stock Holding History

Spire Wealth 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
2022
Q3 		– Sell
-2,196
Closed -$46K – 2647
2022
Q2 		$46K Buy
+2,196
New +$50.9K ﹤0.01% 1325

Other funds holding XTOC

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Spire Wealth Management's XTOC Position: Q3 2022 in Review

Spire Wealth Management sold out of Innovator US Equity Accelerated Plus ETF October (XTOC) in Q3 2022, closing a stake of 2,196 shares — an estimated $46K sold.

Spire Wealth Management first reported a position in XTOC in Q2 2022 and held it in 1 quarter. The position peaked at $46K in Q2 2022. 6 funds tracked by Wall St. Rank hold XTOC as of Q3 2022.

  • Spire Wealth Management reported no remaining Innovator US Equity Accelerated Plus ETF October position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 2,196 Innovator US Equity Accelerated Plus ETF October shares in Q3 2022, an estimated $46K.
  • Spire Wealth Management first reported a position in Innovator US Equity Accelerated Plus ETF October in Q2 2022 and held it in 1 quarter.
  • Spire Wealth Management's Innovator US Equity Accelerated Plus ETF October position peaked at $46K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF October as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.