AWM
OCTJ icon

AE Wealth Management’s Innovator Premium Income 30 Barrier ETF October OCTJ Stock Holding History

AE Wealth Management’s Portfolio OCTJ Stock Details OCTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-157
Closed -$3.76K – 2673
2025
Q4 		$3.76K Buy
+157
New +$3.77K ﹤0.01% 2271

Other funds holding OCTJ

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

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

AE Wealth Management sold out of Innovator Premium Income 30 Barrier ETF October (OCTJ) in Q1 2026, closing a stake of 157 shares — an estimated $3.76K sold.

AE Wealth Management first reported a position in OCTJ in Q4 2025 and held it in 1 quarter. The position peaked at $3.76K in Q4 2025. 20 funds tracked by Wall St. Rank hold OCTJ as of Q1 2026.

  • AE Wealth Management reported no remaining Innovator Premium Income 30 Barrier ETF October position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 157 Innovator Premium Income 30 Barrier ETF October shares in Q1 2026, an estimated $3.76K.
  • AE Wealth Management first reported a position in Innovator Premium Income 30 Barrier ETF October in Q4 2025 and held it in 1 quarter.
  • AE Wealth Management's Innovator Premium Income 30 Barrier ETF October position peaked at $3.76K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF October as of Q1 2026.

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