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Valtinson Bruner Financial Planning’s Innovator Premium Income 20 Barrier ETF October OCTH Stock Holding History

Valtinson Bruner Financial Planning’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 		$408K Buy
17,008
+241
+1% +$5.81K 0.1% 106
2026
Q1 		$394K Buy
16,767
+234
+1% +$5.61K 0.11% 100
2025
Q4 		$396K Buy
+16,533
New +$397K 0.11% 96

Other funds holding OCTH

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HI
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
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
WA
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
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
AF
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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Valtinson Bruner Financial Planning's OCTH Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its Innovator Premium Income 20 Barrier ETF October (OCTH) stake by 1.4% in Q2 2026, buying an estimated $5.81K and bringing the position to 17,008 shares worth $408K. The position accounts for 0.1% of the portfolio, ranked #106.

Valtinson Bruner Financial Planning first reported a position in OCTH in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold OCTH as of Q2 2026.

  • Valtinson Bruner Financial Planning held 17,008 shares of Innovator Premium Income 20 Barrier ETF October worth $408K as of Q2 2026.
  • Valtinson Bruner Financial Planning bought 241 Innovator Premium Income 20 Barrier ETF October shares in Q2 2026, an estimated $5.81K.
  • Innovator Premium Income 20 Barrier ETF October made up 0.1% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #106 holding.
  • Valtinson Bruner Financial Planning first reported a position in Innovator Premium Income 20 Barrier ETF October in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF October as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.