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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
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

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 $413M AUM 19.55% 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
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Valtinson Bruner Financial Planning's OCTH Position: Q1 2026 in Review

Valtinson Bruner Financial Planning increased its Innovator Premium Income 20 Barrier ETF October (OCTH) stake by 1.4% in Q1 2026, buying an estimated $5.61K and bringing the position to 16,767 shares worth $394K. The position accounts for 0.11% of the portfolio, ranked #100.

Valtinson Bruner Financial Planning first reported a position in OCTH in Q4 2025 and has held it in 2 quarters since. The position peaked at $396K in Q4 2025. 21 funds tracked by Wall St. Rank hold OCTH as of Q1 2026.

  • Valtinson Bruner Financial Planning held 16,767 shares of Innovator Premium Income 20 Barrier ETF October worth $394K as of Q1 2026.
  • Valtinson Bruner Financial Planning bought 234 Innovator Premium Income 20 Barrier ETF October shares in Q1 2026, an estimated $5.61K.
  • Innovator Premium Income 20 Barrier ETF October made up 0.11% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #100 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 2 quarters since.
  • Valtinson Bruner Financial Planning's Innovator Premium Income 20 Barrier ETF October position peaked at $396K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF October as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.