Pinnacle Wealth Planning Services’s Innovator Premium Income 20 Barrier ETF October OCTH Stock Holding History

Pinnacle Wealth Planning 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	$12.2K	Hold	514	–	–	﹤0.01%	2000
2026 Q2	$12.3K	Hold	514	–	–	﹤0.01%	1985
2026 Q1	$12.1K	Sell	514 -119	-19%	-$2.85K	﹤0.01%	1933
2025 Q4	$15.2K	Buy	+633	New	+$15.2K	﹤0.01%	1842

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

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

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Pinnacle Wealth Planning Services's OCTH Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Innovator Premium Income 20 Barrier ETF October (OCTH) position steady in Q3 2026 at 514 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2000.

Pinnacle Wealth Planning Services first reported a position in OCTH in Q4 2025 and has held it in 4 quarters since. The position peaked at $15.2K in Q4 2025. 7 funds tracked by Wall St. Rank hold OCTH as of Q3 2026.

Pinnacle Wealth Planning Services held 514 shares of Innovator Premium Income 20 Barrier ETF October worth $12.2K as of Q3 2026.
Pinnacle Wealth Planning Services left its Innovator Premium Income 20 Barrier ETF October share count unchanged in Q3 2026.
Innovator Premium Income 20 Barrier ETF October made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2000 holding.
Pinnacle Wealth Planning Services first reported a position in Innovator Premium Income 20 Barrier ETF October in Q4 2025 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's Innovator Premium Income 20 Barrier ETF October position peaked at $15.2K in Q4 2025.
7 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF October as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.