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Wood Tarver Financial Group’s Innovator US Equity Accelerated Plus ETF October XTOC Stock Holding History

Wood Tarver Financial Group’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
Q1 		$390K Hold
12,050
– – 0.11% 105
2025
Q4 		$403K Buy
12,050
+1,649
+16% +$54.3K 0.11% 106
2025
Q3 		$339K Hold
10,401
– – 0.1% 118
2025
Q2 		$325K Buy
10,401
+2,341
+29% +$68.1K 0.1% 110
2025
Q1 		$230K Buy
8,060
+3,403
+73% +$101K 0.07% 121
2024
Q4 		$136K Buy
+4,657
New +$136K 0.05% 157

Other funds holding XTOC

WFP
Welch Financial Planning Boulder, Colorado $172M AUM
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Wood Tarver Financial Group's XTOC Position: Q1 2026 in Review

Wood Tarver Financial Group held its Innovator US Equity Accelerated Plus ETF October (XTOC) position steady in Q1 2026 at 12,050 shares worth $390K. The position accounts for 0.11% of the portfolio, ranked #105.

Wood Tarver Financial Group first reported a position in XTOC in Q4 2024 and has held it in 6 quarters since. The position peaked at $403K in Q4 2025. 20 funds tracked by Wall St. Rank hold XTOC as of Q1 2026.

  • Wood Tarver Financial Group held 12,050 shares of Innovator US Equity Accelerated Plus ETF October worth $390K as of Q1 2026.
  • Wood Tarver Financial Group left its Innovator US Equity Accelerated Plus ETF October share count unchanged in Q1 2026.
  • Innovator US Equity Accelerated Plus ETF October made up 0.11% of Wood Tarver Financial Group's portfolio in Q1 2026, its #105 holding.
  • Wood Tarver Financial Group first reported a position in Innovator US Equity Accelerated Plus ETF October in Q4 2024 and has held it in 6 quarters since.
  • Wood Tarver Financial Group's Innovator US Equity Accelerated Plus ETF October position peaked at $403K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF October as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.