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Welch Financial Planning’s Innovator Growth Accelerated Plus ETF October QTOC Stock Holding History

Welch Financial Planning’s Portfolio QTOC Stock Details QTOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$766K Buy
20,177
+143
+0.7% +$5.25K 0.45% 35
2026
Q1 		$664K Buy
20,034
+1,048
+6% +$35.6K 0.48% 34
2025
Q4 		$649K Buy
+18,986
New +$640K 0.47% 34

Other funds holding QTOC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
ACM
Andina Capital Management Lehi, Utah $62M AUM 12.06% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
RRA
Red Reef Advisors Boca Raton, Florida $108M AUM

Welch Financial Planning's QTOC Position: Q2 2026 in Review

Welch Financial Planning increased its Innovator Growth Accelerated Plus ETF October (QTOC) stake by 0.71% in Q2 2026, buying an estimated $5.25K and bringing the position to 20,177 shares worth $766K. The position accounts for 0.45% of the portfolio, ranked #35.

Welch Financial Planning first reported a position in QTOC in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold QTOC as of Q2 2026.

  • Welch Financial Planning held 20,177 shares of Innovator Growth Accelerated Plus ETF October worth $766K as of Q2 2026.
  • Welch Financial Planning bought 143 Innovator Growth Accelerated Plus ETF October shares in Q2 2026, an estimated $5.25K.
  • Innovator Growth Accelerated Plus ETF October made up 0.45% of Welch Financial Planning's portfolio in Q2 2026, its #35 holding.
  • Welch Financial Planning first reported a position in Innovator Growth Accelerated Plus ETF October in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Innovator Growth Accelerated Plus ETF October as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.