SPIA
HOCT

Steward Partners Investment Advisory’s Innovator Premium Income 9 Buffer ETF October HOCT Stock Holding History

Steward Partners Investment Advisory’s Portfolio HOCT Stock Details HOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,893
Closed -$45.1K – 4024
2024
Q3 		$45.1K Hold
1,893
– – ﹤0.01% 2282
2024
Q2 		$45.3K Hold
1,893
– – ﹤0.01% 2151
2024
Q1 		$45.6K Sell
1,893
-336
-15% -$8.13K ﹤0.01% 2161
2023
Q4 		$53.9K Buy
+2,229
New +$53.5K ﹤0.01% 1952

Other funds holding HOCT

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's HOCT Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Innovator Premium Income 9 Buffer ETF October (HOCT) in Q4 2024, closing a stake of 1,893 shares — an estimated $45.1K sold.

Steward Partners Investment Advisory first reported a position in HOCT in Q4 2023 and held it in 4 quarters. The position peaked at $53.9K in Q4 2023. 8 funds tracked by Wall St. Rank hold HOCT as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining Innovator Premium Income 9 Buffer ETF October position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,893 Innovator Premium Income 9 Buffer ETF October shares in Q4 2024, an estimated $45.1K.
  • Steward Partners Investment Advisory first reported a position in Innovator Premium Income 9 Buffer ETF October in Q4 2023 and held it in 4 quarters.
  • Steward Partners Investment Advisory's Innovator Premium Income 9 Buffer ETF October position peaked at $53.9K in Q4 2023.
  • 8 funds tracked by Wall St. Rank held Innovator Premium Income 9 Buffer ETF October as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.