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Steward Partners Investment Advisory’s Innovator Premium Income 30 Barrier ETF October OCTJ Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$337K Sell
14,252
-180
-1% -$4.32K ﹤0.01% 1741
2025
Q4 		$346K Sell
14,432
-191
-1% -$4.58K ﹤0.01% 1631
2025
Q3 		$349K Sell
14,623
-62
-0.4% -$1.49K ﹤0.01% 1572
2025
Q2 		$351K Sell
14,685
-3,424
-19% -$81.6K ﹤0.01% 1477
2025
Q1 		$430K Buy
18,109
+729
+4% +$17.5K ﹤0.01% 1282
2024
Q4 		$415K Sell
17,380
-28
-0.2% -$672 ﹤0.01% 1252
2024
Q3 		$416K Sell
17,408
-448
-3% -$10.8K ﹤0.01% 1185
2024
Q2 		$428K Sell
17,856
-125
-0.7% -$3.02K ﹤0.01% 1127
2024
Q1 		$432K Sell
17,981
-8,062
-31% -$196K ﹤0.01% 1115
2023
Q4 		$628K Buy
+26,043
New +$628K 0.01% 900

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
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
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Steward Partners Investment Advisory reduced its Innovator Premium Income 30 Barrier ETF October (OCTJ) stake by 1.2% in Q1 2026, selling an estimated $4.32K and leaving 14,252 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

Steward Partners Investment Advisory first reported a position in OCTJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $628K in Q4 2023. 20 funds tracked by Wall St. Rank hold OCTJ as of Q1 2026.

  • Steward Partners Investment Advisory held 14,252 shares of Innovator Premium Income 30 Barrier ETF October worth $337K as of Q1 2026.
  • Steward Partners Investment Advisory sold 180 Innovator Premium Income 30 Barrier ETF October shares in Q1 2026, an estimated $4.32K.
  • Innovator Premium Income 30 Barrier ETF October made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1741 holding.
  • Steward Partners Investment Advisory first reported a position in Innovator Premium Income 30 Barrier ETF October in Q4 2023 and has held it in 10 quarters since.
  • Steward Partners Investment Advisory's Innovator Premium Income 30 Barrier ETF October position peaked at $628K in Q4 2023.
  • 20 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF October as of Q1 2026.

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