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WealthPlan Investment Management’s Innovator Premium Income 30 Barrier ETF October OCTJ Stock Holding History

WealthPlan Investment Management’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
Q2 		– Sell
-13,069
Closed -$309K – 491
2026
Q1 		$309K Buy
+13,069
New +$314K 0.02% 386

Other funds holding OCTJ

VL
Vima LLC Troy, Michigan $103M AUM
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WealthPlan Investment Management's OCTJ Position: Q2 2026 in Review

WealthPlan Investment Management sold out of Innovator Premium Income 30 Barrier ETF October (OCTJ) in Q2 2026, closing a stake of 13,069 shares — an estimated $309K sold.

WealthPlan Investment Management first reported a position in OCTJ in Q1 2026 and held it in 1 quarter. The position peaked at $309K in Q1 2026. 7 funds tracked by Wall St. Rank hold OCTJ as of Q2 2026.

  • WealthPlan Investment Management reported no remaining Innovator Premium Income 30 Barrier ETF October position as of Q2 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 13,069 Innovator Premium Income 30 Barrier ETF October shares in Q2 2026, an estimated $309K.
  • WealthPlan Investment Management first reported a position in Innovator Premium Income 30 Barrier ETF October in Q1 2026 and held it in 1 quarter.
  • WealthPlan Investment Management's Innovator Premium Income 30 Barrier ETF October position peaked at $309K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF October as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.