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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

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

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

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

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return