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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
Q2 		$265K Sell
11,040
-14
-0.1% -$338 ﹤0.01% 1020
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

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 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 $399M AUM 12.95% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Foundations Investment Advisors's OCTH Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Innovator Premium Income 20 Barrier ETF October (OCTH) stake by 0.13% in Q2 2026, selling an estimated $338 and leaving 11,040 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Foundations Investment Advisors first reported a position in OCTH in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold OCTH as of Q2 2026.

  • Foundations Investment Advisors held 11,040 shares of Innovator Premium Income 20 Barrier ETF October worth $265K as of Q2 2026.
  • Foundations Investment Advisors sold 14 Innovator Premium Income 20 Barrier ETF October shares in Q2 2026, an estimated $338.
  • Innovator Premium Income 20 Barrier ETF October made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1020 holding.
  • Foundations Investment Advisors first reported a position in Innovator Premium Income 20 Barrier ETF October in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF October as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.