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Whipplewood Advisors’s Innovator Premium Income 20 Barrier ETF October OCTH Stock Holding History

Whipplewood Advisors’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 		$781K Buy
32,539
+505
+2% +$12.2K 0.53% 58
2026
Q1 		$752K Buy
32,034
+391
+1% +$9.38K 0.39% 72
2025
Q4 		$758K Buy
31,643
+815
+3% +$19.6K 0.49% 67
2025
Q3 		$741K Buy
30,828
+1,058
+4% +$25.5K 0.49% 66
2025
Q2 		$712K Buy
29,770
+1,048
+4% +$24.9K 0.39% 73
2025
Q1 		$711K Buy
+28,722
New +$690K 0.42% 62

Other funds holding OCTH

OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 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
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Whipplewood Advisors's OCTH Position: Q2 2026 in Review

Whipplewood Advisors increased its Innovator Premium Income 20 Barrier ETF October (OCTH) stake by 1.6% in Q2 2026, buying an estimated $12.2K and bringing the position to 32,539 shares worth $781K. The position accounts for 0.53% of the portfolio, ranked #58.

Whipplewood Advisors first reported a position in OCTH in Q1 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold OCTH as of Q2 2026.

  • Whipplewood Advisors held 32,539 shares of Innovator Premium Income 20 Barrier ETF October worth $781K as of Q2 2026.
  • Whipplewood Advisors bought 505 Innovator Premium Income 20 Barrier ETF October shares in Q2 2026, an estimated $12.2K.
  • Innovator Premium Income 20 Barrier ETF October made up 0.53% of Whipplewood Advisors's portfolio in Q2 2026, its #58 holding.
  • Whipplewood Advisors first reported a position in Innovator Premium Income 20 Barrier ETF October in Q1 2025 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF October as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.