Cetera Investment Advisers
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Cetera Investment Advisers’s Innovator Premium Income 30 Barrier ETF October OCTJ Stock Holding History

Cetera Investment Advisers’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
2025
Q1 		– Sell
-21,137
Closed -$505K – 4042
2024
Q4 		$505K Sell
21,137
-6,259
-23% -$150K ﹤0.01% 2677
2024
Q3 		$654K Sell
27,396
-952
-3% -$22.9K ﹤0.01% 2436
2024
Q2 		$680K Buy
28,348
+222
+0.8% +$5.37K ﹤0.01% 2362
2024
Q1 		$676K Buy
28,126
+1,255
+5% +$30.5K ﹤0.01% 2376
2023
Q4 		$648K Buy
+26,871
New +$648K 0.01% 1349

Other funds holding OCTJ

BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 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 $213M AUM 10.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers's OCTJ Position: Q1 2025 in Review

Cetera Investment Advisers sold out of Innovator Premium Income 30 Barrier ETF October (OCTJ) in Q1 2025, closing a stake of 21,137 shares — an estimated $505K sold.

Cetera Investment Advisers first reported a position in OCTJ in Q4 2023 and held it in 5 quarters. The position peaked at $680K in Q2 2024. 18 funds tracked by Wall St. Rank hold OCTJ as of Q1 2025.

  • Cetera Investment Advisers reported no remaining Innovator Premium Income 30 Barrier ETF October position as of Q1 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 21,137 Innovator Premium Income 30 Barrier ETF October shares in Q1 2025, an estimated $505K.
  • Cetera Investment Advisers first reported a position in Innovator Premium Income 30 Barrier ETF October in Q4 2023 and held it in 5 quarters.
  • Cetera Investment Advisers's Innovator Premium Income 30 Barrier ETF October position peaked at $680K in Q2 2024.
  • 18 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF October as of Q1 2025.

Based on Cetera Investment Advisers's 13F filing for Q1 2025, filed 6 May 2025.