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Pinnacle Wealth Planning Services’s Innovator Premium Income 30 Barrier ETF October OCTJ Stock Holding History

Pinnacle Wealth Planning Services’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 		$17.2K Hold
720
– – ﹤0.01% 1843
2026
Q1 		$17K Sell
720
-543
-43% -$13K ﹤0.01% 1777
2025
Q4 		$30.3K Buy
+1,263
New +$30.3K ﹤0.01% 1515

Other funds holding OCTJ

OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
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
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

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

Pinnacle Wealth Planning Services held its Innovator Premium Income 30 Barrier ETF October (OCTJ) position steady in Q2 2026 at 720 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Pinnacle Wealth Planning Services first reported a position in OCTJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $30.3K in Q4 2025. 11 funds tracked by Wall St. Rank hold OCTJ as of Q2 2026.

  • Pinnacle Wealth Planning Services held 720 shares of Innovator Premium Income 30 Barrier ETF October worth $17.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Innovator Premium Income 30 Barrier ETF October share count unchanged in Q2 2026.
  • Innovator Premium Income 30 Barrier ETF October made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1843 holding.
  • Pinnacle Wealth Planning Services first reported a position in Innovator Premium Income 30 Barrier ETF October in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Innovator Premium Income 30 Barrier ETF October position peaked at $30.3K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF October as of Q2 2026.

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