MFG
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Merit Financial Group’s Innovator Premium Income 30 Barrier ETF October OCTJ Stock Holding History

Merit Financial Group’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
Q2 		– Sell
-13,444
Closed -$319K – 1733
2025
Q1 		$319K Sell
13,444
-1,269
-9% -$30.5K ﹤0.01% 1100
2024
Q4 		$351K Buy
+14,713
New +$353K 0.01% 865

Other funds holding OCTJ

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
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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Merit Financial Group's OCTJ Position: Q2 2025 in Review

Merit Financial Group sold out of Innovator Premium Income 30 Barrier ETF October (OCTJ) in Q2 2025, closing a stake of 13,444 shares — an estimated $319K sold.

Merit Financial Group first reported a position in OCTJ in Q4 2024 and held it in 2 quarters. The position peaked at $351K in Q4 2024. 17 funds tracked by Wall St. Rank hold OCTJ as of Q2 2025.

  • Merit Financial Group reported no remaining Innovator Premium Income 30 Barrier ETF October position as of Q2 2025 after selling out during the quarter.
  • Merit Financial Group sold 13,444 Innovator Premium Income 30 Barrier ETF October shares in Q2 2025, an estimated $319K.
  • Merit Financial Group first reported a position in Innovator Premium Income 30 Barrier ETF October in Q4 2024 and held it in 2 quarters.
  • Merit Financial Group's Innovator Premium Income 30 Barrier ETF October position peaked at $351K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF October as of Q2 2025.

Based on Merit Financial Group's 13F filing for Q2 2025, filed 22 Jul 2025.