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AE Wealth Management’s Innovator Premium Income 20 Barrier ETF October OCTH Stock Holding History

AE Wealth Management’s Portfolio OCTH Stock Details OCTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-94
Closed -$2.25K – 2672
2025
Q4 		$2.25K Buy
+94
New +$2.26K ﹤0.01% 2322

Other funds holding OCTH

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

AE Wealth Management's OCTH Position: Q1 2026 in Review

AE Wealth Management sold out of Innovator Premium Income 20 Barrier ETF October (OCTH) in Q1 2026, closing a stake of 94 shares — an estimated $2.25K sold.

AE Wealth Management first reported a position in OCTH in Q4 2025 and held it in 1 quarter. The position peaked at $2.25K in Q4 2025. 21 funds tracked by Wall St. Rank hold OCTH as of Q1 2026.

  • AE Wealth Management reported no remaining Innovator Premium Income 20 Barrier ETF October position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 94 Innovator Premium Income 20 Barrier ETF October shares in Q1 2026, an estimated $2.25K.
  • AE Wealth Management first reported a position in Innovator Premium Income 20 Barrier ETF October in Q4 2025 and held it in 1 quarter.
  • AE Wealth Management's Innovator Premium Income 20 Barrier ETF October position peaked at $2.25K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF October as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.