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Steward Partners Investment Advisory’s Innovator Premium Income 20 Barrier ETF October OCTH Stock Holding History

Steward Partners Investment Advisory’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 		$101K Buy
4,320
+110
+3% +$2.64K ﹤0.01% 2359
2025
Q4 		$101K Hold
4,210
– – ﹤0.01% 2286
2025
Q3 		$101K Hold
4,210
– – ﹤0.01% 2228
2025
Q2 		$101K Hold
4,210
– – ﹤0.01% 2111
2025
Q1 		$99.6K Hold
4,210
– – ﹤0.01% 2019
2024
Q4 		$101K Sell
4,210
-208
-5% -$5.01K ﹤0.01% 1979
2024
Q3 		$105K Sell
4,418
-1,251
-22% -$30.2K ﹤0.01% 1850
2024
Q2 		$136K Sell
5,669
-291
-5% -$7.07K ﹤0.01% 1636
2024
Q1 		$144K Sell
5,960
-5,865
-50% -$143K ﹤0.01% 1585
2023
Q4 		$287K Buy
+11,825
New +$286K ﹤0.01% 1236

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 $463M AUM 26.46% 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 $149M AUM 13.01% 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 $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 $1.67B AUM 13.03% 1-Year Est. Return

Steward Partners Investment Advisory's OCTH Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Innovator Premium Income 20 Barrier ETF October (OCTH) stake by 2.6% in Q1 2026, buying an estimated $2.64K and bringing the position to 4,320 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

Steward Partners Investment Advisory first reported a position in OCTH in Q4 2023 and has held it in 10 quarters since. The position peaked at $287K in Q4 2023. 21 funds tracked by Wall St. Rank hold OCTH as of Q1 2026.

  • Steward Partners Investment Advisory held 4,320 shares of Innovator Premium Income 20 Barrier ETF October worth $101K as of Q1 2026.
  • Steward Partners Investment Advisory bought 110 Innovator Premium Income 20 Barrier ETF October shares in Q1 2026, an estimated $2.64K.
  • Innovator Premium Income 20 Barrier ETF October made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2359 holding.
  • Steward Partners Investment Advisory first reported a position in Innovator Premium Income 20 Barrier ETF October in Q4 2023 and has held it in 10 quarters since.
  • Steward Partners Investment Advisory's Innovator Premium Income 20 Barrier ETF October position peaked at $287K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF October as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.