PWPS
OCTH icon

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
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

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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Pinnacle Wealth Planning Services's OCTH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Innovator Premium Income 20 Barrier ETF October (OCTH) position steady in Q2 2026 at 514 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

Pinnacle Wealth Planning Services first reported a position in OCTH in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.2K in Q4 2025. 20 funds tracked by Wall St. Rank hold OCTH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 514 shares of Innovator Premium Income 20 Barrier ETF October worth $12.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Innovator Premium Income 20 Barrier ETF October share count unchanged in Q2 2026.
  • Innovator Premium Income 20 Barrier ETF October made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1985 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 3 quarters since.
  • Pinnacle Wealth Planning Services's Innovator Premium Income 20 Barrier ETF October position peaked at $15.2K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF October as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.