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Steward Partners Investment Advisory’s Innovator US Equity Accelerated Plus ETF October XTOC Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$54.5K Hold
1,684
– – ﹤0.01% 2735
2025
Q4 		$56.4K Buy
+1,684
New +$55.5K ﹤0.01% 2607

Other funds holding XTOC

WFP
Welch Financial Planning Boulder, Colorado $172M AUM
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

Steward Partners Investment Advisory's XTOC Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Innovator US Equity Accelerated Plus ETF October (XTOC) position steady in Q1 2026 at 1,684 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2735.

Steward Partners Investment Advisory first reported a position in XTOC in Q4 2025 and has held it in 2 quarters since. The position peaked at $56.4K in Q4 2025. 20 funds tracked by Wall St. Rank hold XTOC as of Q1 2026.

  • Steward Partners Investment Advisory held 1,684 shares of Innovator US Equity Accelerated Plus ETF October worth $54.5K as of Q1 2026.
  • Steward Partners Investment Advisory left its Innovator US Equity Accelerated Plus ETF October share count unchanged in Q1 2026.
  • Innovator US Equity Accelerated Plus ETF October made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2735 holding.
  • Steward Partners Investment Advisory first reported a position in Innovator US Equity Accelerated Plus ETF October in Q4 2025 and has held it in 2 quarters since.
  • Steward Partners Investment Advisory's Innovator US Equity Accelerated Plus ETF October position peaked at $56.4K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF October as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.