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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

OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
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
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
ZIMP
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.