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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
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

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 $193M AUM 13.71% 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 $213M AUM 10.14% 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

Pinnacle Wealth Planning Services's OCTH Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Innovator Premium Income 20 Barrier ETF October (OCTH) stake by 19% in Q1 2026, selling an estimated $2.85K and leaving 514 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

Pinnacle Wealth Planning Services first reported a position in OCTH in Q4 2025 and has held it in 2 quarters since. The position peaked at $15.2K in Q4 2025. 21 funds tracked by Wall St. Rank hold OCTH as of Q1 2026.

  • Pinnacle Wealth Planning Services held 514 shares of Innovator Premium Income 20 Barrier ETF October worth $12.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 119 Innovator Premium Income 20 Barrier ETF October shares in Q1 2026, an estimated $2.85K.
  • Innovator Premium Income 20 Barrier ETF October made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1933 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 2 quarters since.
  • Pinnacle Wealth Planning Services's Innovator Premium Income 20 Barrier ETF October position peaked at $15.2K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF October as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.