XDOC β€” INNOVATOR U.S. EQUITY ACCELERATED ETF - OCTOBER

Ownership history in Sunbelt Securities, Inc.  Β·  11 quarters on record

AI Ownership Summary

Sunbelt Securities, Inc. reported INNOVATOR U.S. EQUITY ACCELERATED ETF - OCTOBER (XDOC) in 11 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows XDOC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XDOC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sunbelt Securities, Inc.'s position in INNOVATOR U.S. EQUITY ACCELERATED ETF - OCTOBER, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

XDOC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sunbelt Securities, Inc. held XDOC β€” position size vs. price
% of Fund (quarterly)    XDOC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 245 β€” 0% 0.00% $8K 2025-11-19 $33.47
2025 Q2 UNCHANGED 245 β€” 0% 0.00% $7K 2025-08-14 $33.37
2025 Q1 UNCHANGED 245 β€” 0% 0.00% $7K 2025-04-24 $28.51
2024 Q4 UNCHANGED 245 β€” 0% 0.00% $7K 2025-02-18 $31.34
2024 Q3 UNCHANGED 245 β€” 0% 0.00% $7K 2024-11-18 $30.22
2024 Q2 UNCHANGED 245 β€” 0% 0.00% $7K 2024-08-16 $29.41
2024 Q1 REDUCED 245 -4,800 -95.1% 0.00% $7K 2024-04-15 $28.23
2023 Q4 ADDED 5,045 +4,800 +1959.2% 0.02% $138K 2024-02-15 $28.01
2023 Q3 UNCHANGED 245 β€” 0% 0.00% $6K 2023-12-11 $26.81
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding XDOC

As of 2025 Q4 β€” sorted by position size

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FAQ About Sunbelt Securities, Inc. and XDOC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sunbelt Securities, Inc. reported owning XDOC?

Sunbelt Securities, Inc. reported XDOC across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported XDOC position in Sunbelt Securities, Inc.'s portfolio?

The largest reported portfolio weight for XDOC was 0.02% in 2023 Q4.

What is the latest reported XDOC position on this page?

The most recent filing on this page is 2025 Q3, when Sunbelt Securities, Inc. reported 245 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this XDOC ownership page compare?

The chart compares Sunbelt Securities, Inc.'s quarterly XDOC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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