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Outlook Wealth Advisors’s Innovator Premium Income 30 Barrier ETF October OCTJ Stock Holding History

Outlook Wealth Advisors’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
Q2 		$1.3M Sell
54,329
-5,133
-9% -$124K 0.28% 79
2026
Q1 		$1.41M Sell
59,462
-660
-1% -$15.8K 0.34% 64
2025
Q4 		$1.44M Sell
60,122
-45,635
-43% -$1.1M 0.33% 61
2025
Q3 		$2.53M Sell
105,757
-3,274
-3% -$78.7K 0.63% 32
2025
Q2 		$2.61M Sell
109,031
-4,100
-4% -$97.8K 0.67% 25
2025
Q1 		$2.69M Sell
113,131
-5,544
-5% -$133K 0.75% 24
2024
Q4 		$2.83M Sell
118,675
-6,347
-5% -$152K 0.81% 26
2024
Q3 		$2.98M Buy
125,022
+49,008
+64% +$1.18M 0.86% 24
2024
Q2 		$4.09M Buy
76,014
+1,660
+2% +$40.1K 1.28% 16
2024
Q1 		$1.79M Sell
74,354
-18,613
-20% -$452K 0.55% 40
2023
Q4 		$2.24M Buy
+92,967
New +$2.24M 0.78% 28

Other funds holding OCTJ

VL
Vima LLC Troy, Michigan $103M AUM
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Outlook Wealth Advisors's OCTJ Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its Innovator Premium Income 30 Barrier ETF October (OCTJ) stake by 8.6% in Q2 2026, selling an estimated $124K and leaving 54,329 shares worth $1.3M. The position accounts for 0.28% of the portfolio, ranked #79.

Outlook Wealth Advisors first reported a position in OCTJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.09M in Q2 2024. 11 funds tracked by Wall St. Rank hold OCTJ as of Q2 2026.

  • Outlook Wealth Advisors held 54,329 shares of Innovator Premium Income 30 Barrier ETF October worth $1.3M as of Q2 2026.
  • Outlook Wealth Advisors sold 5,133 Innovator Premium Income 30 Barrier ETF October shares in Q2 2026, an estimated $124K.
  • Innovator Premium Income 30 Barrier ETF October made up 0.28% of Outlook Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • Outlook Wealth Advisors first reported a position in Innovator Premium Income 30 Barrier ETF October in Q4 2023 and has held it in 11 quarters since.
  • Outlook Wealth Advisors's Innovator Premium Income 30 Barrier ETF October position peaked at $4.09M in Q2 2024.
  • 11 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF October as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.