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Foundations Investment Advisors’s Innovator Premium Income 20 Barrier ETF October OCTH Stock Holding History

Foundations Investment 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
2026
Q1 		$260K Buy
11,054
+251
+2% +$6.02K ﹤0.01% 972
2025
Q4 		$259K Buy
+10,803
New +$259K ﹤0.01% 945

Other funds holding OCTH

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Foundations Investment Advisors's OCTH Position: Q1 2026 in Review

Foundations Investment Advisors increased its Innovator Premium Income 20 Barrier ETF October (OCTH) stake by 2.3% in Q1 2026, buying an estimated $6.02K and bringing the position to 11,054 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Foundations Investment Advisors first reported a position in OCTH in Q4 2025 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold OCTH as of Q1 2026.

  • Foundations Investment Advisors held 11,054 shares of Innovator Premium Income 20 Barrier ETF October worth $260K as of Q1 2026.
  • Foundations Investment Advisors bought 251 Innovator Premium Income 20 Barrier ETF October shares in Q1 2026, an estimated $6.02K.
  • Innovator Premium Income 20 Barrier ETF October made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #972 holding.
  • Foundations Investment Advisors first reported a position in Innovator Premium Income 20 Barrier ETF October in Q4 2025 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF October as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.