Atria Wealth Solutions
OCTJ icon

Atria Wealth Solutions’s Innovator Premium Income 30 Barrier ETF October OCTJ Stock Holding History

Atria Wealth Solutions’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
2024
Q3 		– Sell
-8,851
Closed -$212K – 2017
2024
Q2 		$212K Sell
8,851
-10,058
-53% -$243K ﹤0.01% 1734
2024
Q1 		$455K Buy
+18,909
New +$459K 0.01% 1312

Other funds holding OCTJ

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Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Zimmermann Investment Management & Planning
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

Atria Wealth Solutions's OCTJ Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Innovator Premium Income 30 Barrier ETF October (OCTJ) in Q3 2024, closing a stake of 8,851 shares — an estimated $212K sold.

Atria Wealth Solutions first reported a position in OCTJ in Q1 2024 and held it in 2 quarters. The position peaked at $455K in Q1 2024. 19 funds tracked by Wall St. Rank hold OCTJ as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Innovator Premium Income 30 Barrier ETF October position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,851 Innovator Premium Income 30 Barrier ETF October shares in Q3 2024, an estimated $212K.
  • Atria Wealth Solutions first reported a position in Innovator Premium Income 30 Barrier ETF October in Q1 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's Innovator Premium Income 30 Barrier ETF October position peaked at $455K in Q1 2024.
  • 19 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF October as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.