WFP
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Welch Financial Planning’s Innovator US Equity Accelerated Plus ETF October XTOC Stock Holding History

Welch Financial Planning’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
2026
Q2 		$1.94M Buy
53,644
+6,654
+14% +$234K 1.13% 22
2026
Q1 		$1.52M Buy
46,990
+1,686
+4% +$56.4K 1.09% 20
2025
Q4 		$1.52M Buy
+45,304
New +$1.49M 1.1% 20

Other funds holding XTOC

ACM
Andina Capital Management Lehi, Utah $62M AUM 12.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Welch Financial Planning increased its Innovator US Equity Accelerated Plus ETF October (XTOC) stake by 14% in Q2 2026, buying an estimated $234K and bringing the position to 53,644 shares worth $1.94M. The position accounts for 1.13% of the portfolio, ranked #22.

Welch Financial Planning first reported a position in XTOC in Q4 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold XTOC as of Q2 2026.

  • Welch Financial Planning held 53,644 shares of Innovator US Equity Accelerated Plus ETF October worth $1.94M as of Q2 2026.
  • Welch Financial Planning bought 6,654 Innovator US Equity Accelerated Plus ETF October shares in Q2 2026, an estimated $234K.
  • Innovator US Equity Accelerated Plus ETF October made up 1.13% of Welch Financial Planning's portfolio in Q2 2026, its #22 holding.
  • Welch Financial Planning first reported a position in Innovator US Equity Accelerated Plus ETF October in Q4 2025 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF October as of Q2 2026.

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