WP
XTOC icon

WealthPLAN Partners’s Innovator US Equity Accelerated Plus ETF October XTOC Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-1,275
Closed -$30.8K – 1209
2023
Q2 		$30.8K Hold
1,275
– – ﹤0.01% 599
2023
Q1 		$29.1K Buy
+1,275
New +$28.4K ﹤0.01% 653

Other funds holding XTOC

SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPLAN Partners's XTOC Position: Q3 2023 in Review

WealthPLAN Partners sold out of Innovator US Equity Accelerated Plus ETF October (XTOC) in Q3 2023, closing a stake of 1,275 shares — an estimated $30.8K sold.

WealthPLAN Partners first reported a position in XTOC in Q1 2023 and held it in 2 quarters. The position peaked at $30.8K in Q2 2023. 9 funds tracked by Wall St. Rank hold XTOC as of Q3 2023.

  • WealthPLAN Partners reported no remaining Innovator US Equity Accelerated Plus ETF October position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,275 Innovator US Equity Accelerated Plus ETF October shares in Q3 2023, an estimated $30.8K.
  • WealthPLAN Partners first reported a position in Innovator US Equity Accelerated Plus ETF October in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Innovator US Equity Accelerated Plus ETF October position peaked at $30.8K in Q2 2023.
  • 9 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF October as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.