XTOC — INNOVATOR ETFS TR

Ownership history in UBS Group AG  ·  10 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in INNOVATOR ETFS TR (XTOC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 280 -15 -5.1% 0.00% $9K $32.62
2025 Q2 ADDED 295 +270 +1080.0% 0.00% $9K $31.33
2025 Q1 REDUCED 25 -549 -95.6% 0.00% $713 $28.53
2024 Q4 REDUCED 574 -7,029 -92.5% 0.00% $17K $29.40
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XTOC price (monthly, adj. close)

Other funds also holding XTOC

As of 2025 Q4 — sorted by position size

Bullseye Investment Management, LLC 3Y 0.84% Andina Capital Management, LLC 0.58% Millington Financial Advisors, LLC 3Y 0.54% FIRST COMMONWEALTH FINANCIAL CORP /PA/ 3Y 7Y 0.12% Sunbelt Securities, Inc. 3Y 7Y 0.05% OLD MISSION CAPITAL LLC 3Y 7Y 0.02% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.01% Pinnacle Wealth Planning Services, Inc. 3Y 7Y 0.01% FOUNDATIONS INVESTMENT ADVISORS, LLC 3Y 7Y 0.0% Arax Advisory Partners 3Y 7Y 0.0%
← Back to UBS Group AG Holdings