Commonwealth Equity Services
OCTJ icon

Commonwealth Equity Services’s Innovator Premium Income 30 Barrier ETF October OCTJ Stock Holding History

Commonwealth Equity Services’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
2026
Q3 		$265K Sell
11,098
-583
-5% -$14K ﹤0.01% 3846
2026
Q2 		$279K Sell
11,681
-1,078
-8% -$26K ﹤0.01% 3820
2026
Q1 		$302K Buy
12,759
+131
+1% +$3.14K ﹤0.01% 3646
2025
Q4 		$302K Buy
12,628
+634
+5% +$15.2K ﹤0.01% 3647
2025
Q3 		$286K Sell
11,994
-2,051
-15% -$49.3K ﹤0.01% 3693
2025
Q2 		$336K Sell
14,045
-1,204
-8% -$28.7K ﹤0.01% 3490
2025
Q1 		$362K Sell
15,249
-907
-6% -$21.8K ﹤0.01% 3319
2024
Q4 		$386K Buy
16,156
+340
+2% +$8.16K ﹤0.01% 3183
2024
Q3 		$378K Buy
15,816
+213
+1% +$5.13K ﹤0.01% 3139
2024
Q2 		$374K Buy
15,603
+208
+1% +$5.03K ﹤0.01% 3093
2024
Q1 		$370K Sell
15,395
-5,147
-25% -$125K ﹤0.01% 3077
2023
Q4 		$495K Buy
+20,542
New +$496K ﹤0.01% 2716

Other funds holding OCTJ

Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Vima LLC
Vima LLC Troy, Michigan $97.9M AUM
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Archer Investment Corporation
Archer Investment Corporation Carmel, Indiana $545M AUM 21.2% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

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

Commonwealth Equity Services reduced its Innovator Premium Income 30 Barrier ETF October (OCTJ) stake by 5% in Q3 2026, selling an estimated $14K and leaving 11,098 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #3846.

Commonwealth Equity Services first reported a position in OCTJ in Q4 2023 and has held it in 12 quarters since. The position peaked at $495K in Q4 2023. 13 funds tracked by Wall St. Rank hold OCTJ as of Q3 2026.

  • Commonwealth Equity Services held 11,098 shares of Innovator Premium Income 30 Barrier ETF October worth $265K as of Q3 2026.
  • Commonwealth Equity Services sold 583 Innovator Premium Income 30 Barrier ETF October shares in Q3 2026, an estimated $14K.
  • Innovator Premium Income 30 Barrier ETF October made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #3846 holding.
  • Commonwealth Equity Services first reported a position in Innovator Premium Income 30 Barrier ETF October in Q4 2023 and has held it in 12 quarters since.
  • Commonwealth Equity Services's Innovator Premium Income 30 Barrier ETF October position peaked at $495K in Q4 2023.
  • 13 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF October as of Q3 2026.

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