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Atria Wealth Solutions’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Atria Wealth Solutions’s Portfolio IOCT Stock Details IOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,937
Closed -$201K – 1998
2024
Q1 		$201K Buy
+6,937
New +$196K ﹤0.01% 1831

Other funds holding IOCT

GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Atria Wealth Solutions's IOCT Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Innovator International Developed Power Buffer ETF October (IOCT) in Q2 2024, closing a stake of 6,937 shares — an estimated $201K sold.

Atria Wealth Solutions first reported a position in IOCT in Q1 2024 and held it in 1 quarter. The position peaked at $201K in Q1 2024. 56 funds tracked by Wall St. Rank hold IOCT as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Innovator International Developed Power Buffer ETF October position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,937 Innovator International Developed Power Buffer ETF October shares in Q2 2024, an estimated $201K.
  • Atria Wealth Solutions first reported a position in Innovator International Developed Power Buffer ETF October in Q1 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Innovator International Developed Power Buffer ETF October position peaked at $201K in Q1 2024.
  • 56 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.