UBS Group’s Innovator Premium Income 20 Barrier ETF October OCTH Stock Holding History

UBS Group’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	$29.6K	Buy	1,235 +965	+357%	+$23.3K	﹤0.01%	7903
2026 Q1	$6.34K	Buy	270 +235	+671%	+$5.63K	﹤0.01%	8702
2025 Q4	$838	Buy	+35	New	+$840	﹤0.01%	9797
2025 Q3	–	Sell	-536	Closed	-$12.8K	–	10751
2025 Q2	$12.8K	Buy	+536	New	+$12.7K	﹤0.01%	8720
2025 Q1	–	Sell	-254	Closed	-$6.08K	–	10576
2024 Q4	$6.08K	Buy	254 +92	+57%	+$2.21K	﹤0.01%	8599
2024 Q3	$3.87K	Buy	+162	New	+$3.91K	﹤0.01%	8210

Other funds holding OCTH

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

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

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

UBS Group's OCTH Position: Q2 2026 in Review

UBS Group increased its Innovator Premium Income 20 Barrier ETF October (OCTH) stake by 357% in Q2 2026, buying an estimated $23.3K and bringing the position to 1,235 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #7903.

UBS Group first reported a position in OCTH in Q3 2024 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold OCTH as of Q2 2026.

UBS Group held 1,235 shares of Innovator Premium Income 20 Barrier ETF October worth $29.6K as of Q2 2026.
UBS Group bought 965 Innovator Premium Income 20 Barrier ETF October shares in Q2 2026, an estimated $23.3K.
Innovator Premium Income 20 Barrier ETF October made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7903 holding.
UBS Group first reported a position in Innovator Premium Income 20 Barrier ETF October in Q3 2024 and has held it in 6 quarters since.
20 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF October as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.