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Innovator Premium Income 30 Barrier ETF - October (OCTJ) Institutional Ownership

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Closing price 09/12/2025 03:48 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator Premium Income 30 Barrier ETF - October (BATS:OCTJ)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$6.44M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$971.12K
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OCTJ Institutional Buying and Selling by Quarter

Innovator Premium Income 30 Barrier ETF - October Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2025 Steward Partners Investment Advisory LLC14,685$351K0.0%-18.9%1.728%
8/11/2025 Outlook Wealth Advisors LLC109,031$2.61M0.7%-3.6%12.827%
7/28/2025 Harbour Investments Inc.135,608$3.24M0.1%+44.2%15.954%
5/15/2025OLD Mission Capital LLC37,143$883K0.0%N/A4.502%
5/8/2025Harbour Investments Inc.94,020$2.23M0.1%+11.1%11.396%
4/29/2025Brookstone Capital Management61,925$1.47M0.0%-1.6%6.881%
4/14/2025Outlook Wealth Advisors LLC113,131$2.69M0.7%-4.7%12.570%
4/9/2025Merit Financial Group LLC13,444$319K0.0%-8.6%1.494%
2/18/2025Sunbelt Securities Inc.3,350$81K0.0%-28.6%0.353%
2/17/2025Cetera Investment Advisers21,137$505K0.0%-22.8%2.225%
2/12/2025Bullseye Investment Management LLC193,012$4.61M3.0%+62.4%20.317%
2/10/2025Harbour Investments Inc.84,608$2.02M0.1%+31.5%8.906%
1/30/2025Principal Securities Inc.3,373$81K0.0%N/A0.355%
1/21/2025KFG Wealth Management LLC23,314$557K0.1%+5.7%2.454%
1/15/2025Merit Financial Group LLC14,713$351K0.0%N/A1.549%
1/14/2025Outlook Wealth Advisors LLC118,675$2.83M0.8%-5.1%12.492%
1/13/2025Brookstone Capital Management62,909$1.50M0.0%+10.3%6.622%
11/18/2024Sunbelt Securities Inc.4,695$112K0.0%-8.4%0.494%
11/15/2024Wolverine Trading LLC13,755$334K0.0%-44.0%1.448%
11/5/2024Harbour Investments Inc.64,319$1.54M0.0%+22.0%6.770%
10/23/2024Outlook Wealth Advisors LLC125,022$2.98M0.9%+64.5%13.160%
8/2/2024Archer Investment Corp3,060$73K0.0%-20.8%0.322%
7/27/2024Zimmermann Investment Management & Planning LLC21,690$520K0.2%-2.7%2.283%
7/26/2024Harbour Investments Inc.52,734$1.26M0.0%+77.9%5.551%
7/18/2024Brookstone Capital Management56,661$1.36M0.0%-6.8%5.964%
7/18/2024Outlook Wealth Advisors LLC76,014$1.82M0.6%+2.2%8.001%
5/24/2024Cetera Advisors LLC28,126$676K0.0%N/A2.961%
5/20/2024Bullseye Investment Management LLC152,047$3.66M2.1%-1.6%16.005%
4/22/2024Outlook Wealth Advisors LLC74,354$1.79M0.6%-20.0%0.000%
4/15/2024Sunbelt Securities Inc.5,255$126K0.0%+87.3%0.000%
2/12/2024Steward Partners Investment Advisory LLC26,043$628K0.0%N/A0.000%
2/9/2024Atlantic Private Wealth LLC4,166$100K0.1%N/A0.000%
2/7/2024Principal Securities Inc.145,278$3.50M0.1%N/A0.000%
1/31/2024KFG Wealth Management LLC21,708$524K0.2%N/A0.000%
1/31/2024Archer Investment Corp4,276$103K0.0%N/A0.000%
1/29/2024Outlook Wealth Advisors LLC92,967$2.24M0.8%N/A0.000%
1/22/2024Zimmermann Investment Management & Planning LLC21,807$526K0.2%N/A0.000%
(Data available from 1/1/2016 forward)

OCTJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OCTJ shares?

During the previous two years, 16 institutional investors and hedge funds held shares of Innovator Premium Income 30 Barrier ETF - October. The most heavily invested institutionals were Bullseye Investment Management LLC ($4.61M), Harbour Investments Inc. ($3.24M), Outlook Wealth Advisors LLC ($2.61M), Brookstone Capital Management ($1.47M), OLD Mission Capital LLC ($883K), Cetera Advisors LLC ($676K), and KFG Wealth Management LLC ($557K).Learn more on Innovator Premium Income 30 Barrier ETF - October's institutional investors.

Which institutional investors have been buying Innovator Premium Income 30 Barrier ETF - October's stock?

Of the 14 institutional investors that purchased Innovator Premium Income 30 Barrier ETF - October's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Principal Securities Inc. ($148.65K), Outlook Wealth Advisors LLC ($143.64K), Harbour Investments Inc. ($105.97K), Bullseye Investment Management LLC ($74.15K), OLD Mission Capital LLC ($37.14K), Cetera Advisors LLC ($28.13K), and Steward Partners Investment Advisory LLC ($26.04K).

How much institutional buying is happening at Innovator Premium Income 30 Barrier ETF - October?

Institutional investors have bought a total of 268,367 shares in the last 24 months. This purchase volume represents approximately $6.44M in transactions.

Which of Innovator Premium Income 30 Barrier ETF - October's major shareholders have been selling company stock?

The following institutional investors have sold Innovator Premium Income 30 Barrier ETF - October stock in the last 24 months: Outlook Wealth Advisors LLC ($15.99K), Wolverine Trading LLC ($10.81K), Cetera Investment Advisers ($6.26K), Steward Partners Investment Advisory LLC ($3.42K), Sunbelt Securities Inc. ($1.78K), Merit Financial Group LLC ($1.27K), and Brookstone Capital Management ($984.00).

How much institutional selling is happening at Innovator Premium Income 30 Barrier ETF - October?

Institutional investors have sold a total of 40,515 shares in the last 24 months. This volume of shares sold represents approximately $971.12K in transactions.



This page (BATS:OCTJ) was last updated on 9/13/2025 by MarketBeat.com Staff
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