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 Q2	$435K	Hold	12,050	–	–	0.1%	106
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

RRMM

Regatta Research & Money Management Metairie, Louisiana $106M AUM

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

MFA

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return

ACM

Andina Capital Management Lehi, Utah $62M AUM 12.06% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return

Wood Tarver Financial Group's XTOC Position: Q2 2026 in Review

Wood Tarver Financial Group held its Innovator US Equity Accelerated Plus ETF October (XTOC) position steady in Q2 2026 at 12,050 shares worth $435K. The position accounts for 0.1% of the portfolio, ranked #106.

Wood Tarver Financial Group first reported a position in XTOC in Q4 2024 and has held it in 7 quarters since. 20 funds tracked by Wall St. Rank hold XTOC as of Q2 2026.

Wood Tarver Financial Group held 12,050 shares of Innovator US Equity Accelerated Plus ETF October worth $435K as of Q2 2026.
Wood Tarver Financial Group left its Innovator US Equity Accelerated Plus ETF October share count unchanged in Q2 2026.
Innovator US Equity Accelerated Plus ETF October made up 0.1% of Wood Tarver Financial Group's portfolio in Q2 2026, its #106 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 7 quarters since.
20 funds tracked by Wall St. Rank held Innovator US Equity Accelerated Plus ETF October as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.