AE Wealth Management’s Innovator Premium Income 10 Barrier ETF October OCTD Stock Holding History

AE Wealth Management’s Portfolio OCTD Stock Details OCTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-519	Closed	-$12.4K	–	2526
2025 Q3	$12.4K	Hold	519	–	–	﹤0.01%	1972
2025 Q2	$12.4K	Hold	519	–	–	﹤0.01%	1845
2025 Q1	$12.1K	Hold	519	–	–	﹤0.01%	1831
2024 Q4	$12.4K	Buy	+519	New	+$12.5K	﹤0.01%	1817

AE Wealth Management's OCTD Position: Q4 2025 in Review

AE Wealth Management sold out of Innovator Premium Income 10 Barrier ETF October (OCTD) in Q4 2025, closing a stake of 519 shares — an estimated $12.4K sold.

AE Wealth Management first reported a position in OCTD in Q4 2024 and held it in 4 quarters. The position peaked at $12.4K in Q2 2025. 0 funds tracked by Wall St. Rank hold OCTD as of Q4 2025.

AE Wealth Management reported no remaining Innovator Premium Income 10 Barrier ETF October position as of Q4 2025 after selling out during the quarter.
AE Wealth Management sold 519 Innovator Premium Income 10 Barrier ETF October shares in Q4 2025, an estimated $12.4K.
AE Wealth Management first reported a position in Innovator Premium Income 10 Barrier ETF October in Q4 2024 and held it in 4 quarters.
AE Wealth Management's Innovator Premium Income 10 Barrier ETF October position peaked at $12.4K in Q2 2025.
0 funds tracked by Wall St. Rank held Innovator Premium Income 10 Barrier ETF October as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.