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Atria Wealth Solutions’s Innovator Premium Income 20 Barrier ETF October OCTH Stock Holding History

Atria Wealth Solutions’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
2024
Q4 		– Sell
-18,651
Closed -$445K – 2057
2024
Q3 		$445K Sell
18,651
-36,944
-66% -$893K ﹤0.01% 1301
2024
Q2 		$1.34M Sell
55,595
-7,006
-11% -$170K 0.01% 777
2024
Q1 		$1.51M Buy
+62,601
New +$1.53M 0.02% 729

Other funds holding OCTH

BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Wealth Solutions's OCTH Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Innovator Premium Income 20 Barrier ETF October (OCTH) in Q4 2024, closing a stake of 18,651 shares — an estimated $445K sold.

Atria Wealth Solutions first reported a position in OCTH in Q1 2024 and held it in 3 quarters. The position peaked at $1.51M in Q1 2024. 17 funds tracked by Wall St. Rank hold OCTH as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Innovator Premium Income 20 Barrier ETF October position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 18,651 Innovator Premium Income 20 Barrier ETF October shares in Q4 2024, an estimated $445K.
  • Atria Wealth Solutions first reported a position in Innovator Premium Income 20 Barrier ETF October in Q1 2024 and held it in 3 quarters.
  • Atria Wealth Solutions's Innovator Premium Income 20 Barrier ETF October position peaked at $1.51M in Q1 2024.
  • 17 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF October as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.