Stratos Wealth Partners’s Innovator US Equity Accelerated ETF October XDOC Stock Holding History

Stratos Wealth Partners’s Portfolio XDOC Stock Details XDOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-9,822	Closed	-$206K	–	1235
2022 Q2	$206K	Hold	9,822	–	–	0.01%	1072
2022 Q1	$250K	Buy	+9,822	New	+$244K	0.01%	1063

Other funds holding XDOC

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EBA

Eagle Bay Advisors New York $113M AUM 22.46% 1-Year Est. Return

Stratos Wealth Partners's XDOC Position: Q3 2022 in Review

Stratos Wealth Partners sold out of Innovator US Equity Accelerated ETF October (XDOC) in Q3 2022, closing a stake of 9,822 shares — an estimated $206K sold.

Stratos Wealth Partners first reported a position in XDOC in Q1 2022 and held it in 2 quarters. The position peaked at $250K in Q1 2022. 7 funds tracked by Wall St. Rank hold XDOC as of Q3 2022.

Stratos Wealth Partners reported no remaining Innovator US Equity Accelerated ETF October position as of Q3 2022 after selling out during the quarter.
Stratos Wealth Partners sold 9,822 Innovator US Equity Accelerated ETF October shares in Q3 2022, an estimated $206K.
Stratos Wealth Partners first reported a position in Innovator US Equity Accelerated ETF October in Q1 2022 and held it in 2 quarters.
Stratos Wealth Partners's Innovator US Equity Accelerated ETF October position peaked at $250K in Q1 2022.
7 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF October as of Q3 2022.

Based on Stratos Wealth Partners's 13F filing for Q3 2022, filed 24 Oct 2022.