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KFG Wealth Management’s Innovator Premium Income 30 Barrier ETF October OCTJ Stock Holding History

KFG Wealth Management’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
-23,314
Closed -$557K – 202
2024
Q4 		$557K Buy
23,314
+1,254
+6% +$30.1K 0.1% 103
2024
Q3 		$527K Buy
22,060
+120
+0.5% +$2.89K 0.11% 106
2024
Q2 		$526K Buy
21,940
+117
+0.5% +$2.83K 0.21% 87
2024
Q1 		$525K Buy
21,823
+115
+0.5% +$2.79K 0.22% 83
2023
Q4 		$524K Buy
+21,708
New +$524K 0.24% 74

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

KFG Wealth Management's OCTJ Position: Q1 2025 in Review

KFG Wealth Management sold out of Innovator Premium Income 30 Barrier ETF October (OCTJ) in Q1 2025, closing a stake of 23,314 shares — an estimated $557K sold.

KFG Wealth Management first reported a position in OCTJ in Q4 2023 and held it in 5 quarters. The position peaked at $557K in Q4 2024. 18 funds tracked by Wall St. Rank hold OCTJ as of Q1 2025.

  • KFG Wealth Management reported no remaining Innovator Premium Income 30 Barrier ETF October position as of Q1 2025 after selling out during the quarter.
  • KFG Wealth Management sold 23,314 Innovator Premium Income 30 Barrier ETF October shares in Q1 2025, an estimated $557K.
  • KFG Wealth Management first reported a position in Innovator Premium Income 30 Barrier ETF October in Q4 2023 and held it in 5 quarters.
  • KFG Wealth Management's Innovator Premium Income 30 Barrier ETF October position peaked at $557K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF October as of Q1 2025.

Based on KFG Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.