Commonwealth Equity Services’s Innovator Premium Income 20 Barrier ETF October OCTH Stock Holding History

Commonwealth Equity Services’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
2026 Q3	$248K	Buy	10,406 +154	+2%	+$3.72K	﹤0.01%	3899
2026 Q2	$246K	Sell	10,252 -696	-6%	-$16.8K	﹤0.01%	3952
2026 Q1	$257K	Buy	10,948 +150	+1%	+$3.6K	﹤0.01%	3767
2025 Q4	$259K	Buy	10,798 +835	+8%	+$20.1K	﹤0.01%	3778
2025 Q3	$240K	Sell	9,963 -39,806	-80%	-$959K	﹤0.01%	3818
2025 Q2	$1.19M	Buy	49,769 +39,537	+386%	+$938K	﹤0.01%	2422
2025 Q1	$242K	Buy	10,232 +137	+1%	+$3.29K	﹤0.01%	3682
2024 Q4	$242K	Buy	10,095 +1,519	+18%	+$36.6K	﹤0.01%	3605
2024 Q3	$205K	Buy	+8,576	New	+$207K	﹤0.01%	3676

Other funds holding OCTH

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Rose Capital Advisors Miami Beach, Florida $411M AUM

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Commonwealth Equity Services's OCTH Position: Q3 2026 in Review

Commonwealth Equity Services increased its Innovator Premium Income 20 Barrier ETF October (OCTH) stake by 1.5% in Q3 2026, buying an estimated $3.72K and bringing the position to 10,406 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #3899.

Commonwealth Equity Services first reported a position in OCTH in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q2 2025. 12 funds tracked by Wall St. Rank hold OCTH as of Q3 2026.

Commonwealth Equity Services held 10,406 shares of Innovator Premium Income 20 Barrier ETF October worth $248K as of Q3 2026.
Commonwealth Equity Services bought 154 Innovator Premium Income 20 Barrier ETF October shares in Q3 2026, an estimated $3.72K.
Innovator Premium Income 20 Barrier ETF October made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #3899 holding.
Commonwealth Equity Services first reported a position in Innovator Premium Income 20 Barrier ETF October in Q3 2024 and has held it in 9 quarters since.
Commonwealth Equity Services's Innovator Premium Income 20 Barrier ETF October position peaked at $1.19M in Q2 2025.
12 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF October as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.