SPIA
OCTD

Steward Partners Investment Advisory’s Innovator Premium Income 10 Barrier ETF October OCTD Stock Holding History

Steward Partners Investment Advisory’s Portfolio OCTD Stock Details OCTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-208
Closed -$4.96K – 4055
2024
Q3 		$4.96K Hold
208
– – ﹤0.01% 3190
2024
Q2 		$5.01K Hold
208
– – ﹤0.01% 3040
2024
Q1 		$5.05K Sell
208
-167
-45% -$4.11K ﹤0.01% 3042
2023
Q4 		$9.13K Buy
+375
New +$9.11K ﹤0.01% 2744

Other funds holding OCTD

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Steward Partners Investment Advisory sold out of Innovator Premium Income 10 Barrier ETF October (OCTD) in Q4 2024, closing a stake of 208 shares — an estimated $4.96K sold.

Steward Partners Investment Advisory first reported a position in OCTD in Q4 2023 and held it in 4 quarters. The position peaked at $9.13K in Q4 2023. 7 funds tracked by Wall St. Rank hold OCTD as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining Innovator Premium Income 10 Barrier ETF October position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 208 Innovator Premium Income 10 Barrier ETF October shares in Q4 2024, an estimated $4.96K.
  • Steward Partners Investment Advisory first reported a position in Innovator Premium Income 10 Barrier ETF October in Q4 2023 and held it in 4 quarters.
  • Steward Partners Investment Advisory's Innovator Premium Income 10 Barrier ETF October position peaked at $9.13K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Innovator Premium Income 10 Barrier ETF October as of Q4 2024.

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