UW
XDOC

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

Unique Wealth’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
2025
Q2 		$366K Sell
2025
Q1 		$846K Sell
2024
Q4 		$2.69M Sell
2024
Q3 		$3.23M Sell
2024
Q2 		$3.65M Buy
2024
Q1 		$3.55M Buy
2023
Q4 		$1.25M Buy
2023
Q3 		$1.1M Buy
2023
Q2 		$982K Buy