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Secured Retirement Advisors’s Innovator Premium Income 20 Barrier ETF October OCTH Stock Holding History

Secured Retirement Advisors’s Portfolio OCTH Stock Details OCTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9,744
Closed -$234K – 130
2024
Q2 		$234K Buy
+9,744
New +$237K 0.18% 108

Other funds holding OCTH

BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Secured Retirement Advisors's OCTH Position: Q3 2024 in Review

Secured Retirement Advisors sold out of Innovator Premium Income 20 Barrier ETF October (OCTH) in Q3 2024, closing a stake of 9,744 shares — an estimated $234K sold.

Secured Retirement Advisors first reported a position in OCTH in Q2 2024 and held it in 1 quarter. The position peaked at $234K in Q2 2024. 19 funds tracked by Wall St. Rank hold OCTH as of Q3 2024.

  • Secured Retirement Advisors reported no remaining Innovator Premium Income 20 Barrier ETF October position as of Q3 2024 after selling out during the quarter.
  • Secured Retirement Advisors sold 9,744 Innovator Premium Income 20 Barrier ETF October shares in Q3 2024, an estimated $234K.
  • Secured Retirement Advisors first reported a position in Innovator Premium Income 20 Barrier ETF October in Q2 2024 and held it in 1 quarter.
  • Secured Retirement Advisors's Innovator Premium Income 20 Barrier ETF October position peaked at $234K in Q2 2024.
  • 19 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF October as of Q3 2024.

Based on Secured Retirement Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.