UBS Group
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UBS Group’s Innovator Premium Income 30 Barrier ETF October OCTJ Stock Holding History

UBS Group’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 		$757 Sell
32
-1,038
-97% -$24.9K ﹤0.01% 9755
2025
Q4 		$25.6K Buy
1,070
+395
+59% +$9.48K ﹤0.01% 7619
2025
Q3 		$16.1K Buy
675
+609
+923% +$14.6K ﹤0.01% 8292
2025
Q2 		$1.58K Buy
+66
New +$1.57K ﹤0.01% 9598

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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

UBS Group's OCTJ Position: Q1 2026 in Review

UBS Group reduced its Innovator Premium Income 30 Barrier ETF October (OCTJ) stake by 97% in Q1 2026, selling an estimated $24.9K and leaving 32 shares worth $757. The position accounts for ﹤0.01% of the portfolio, ranked #9755.

UBS Group first reported a position in OCTJ in Q2 2025 and has held it in 4 quarters since. The position peaked at $25.6K in Q4 2025. 20 funds tracked by Wall St. Rank hold OCTJ as of Q1 2026.

  • UBS Group held 32 shares of Innovator Premium Income 30 Barrier ETF October worth $757 as of Q1 2026.
  • UBS Group sold 1,038 Innovator Premium Income 30 Barrier ETF October shares in Q1 2026, an estimated $24.9K.
  • Innovator Premium Income 30 Barrier ETF October made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9755 holding.
  • UBS Group first reported a position in Innovator Premium Income 30 Barrier ETF October in Q2 2025 and has held it in 4 quarters since.
  • UBS Group's Innovator Premium Income 30 Barrier ETF October position peaked at $25.6K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF October as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.