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Principal Securities’s Innovator Premium Income 30 Barrier ETF October OCTJ Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-3,373
Closed -$80.5K – 2807
2025
Q3 		$80.5K Hold
3,373
– – ﹤0.01% 1699
2025
Q2 		$80.6K Hold
3,373
– – ﹤0.01% 1629
2025
Q1 		$80.5K Hold
3,373
– – ﹤0.01% 1534
2024
Q4 		$80.5K Buy
+3,373
New +$81K ﹤0.01% 1529
2024
Q3 		– Sell
-144,935
Closed -$3.47M – 3512
2024
Q2 		$3.47M Sell
144,935
-343
-0.2% -$8.29K 0.1% 202
2024
Q1 		$3.49M Hold
145,278
– – 0.11% 181
2023
Q4 		$3.5M Buy
+145,278
New +$3.51M 0.13% 157

Other funds holding OCTJ

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Principal Securities's OCTJ Position: Q4 2025 in Review

Principal Securities sold out of Innovator Premium Income 30 Barrier ETF October (OCTJ) in Q4 2025, closing a stake of 3,373 shares — an estimated $80.5K sold.

Principal Securities first reported a position in OCTJ in Q4 2023 and held it in 7 quarters. The position peaked at $3.5M in Q4 2023. 22 funds tracked by Wall St. Rank hold OCTJ as of Q4 2025.

  • Principal Securities reported no remaining Innovator Premium Income 30 Barrier ETF October position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 3,373 Innovator Premium Income 30 Barrier ETF October shares in Q4 2025, an estimated $80.5K.
  • Principal Securities first reported a position in Innovator Premium Income 30 Barrier ETF October in Q4 2023 and held it in 7 quarters.
  • Principal Securities's Innovator Premium Income 30 Barrier ETF October position peaked at $3.5M in Q4 2023.
  • 22 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF October as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.