OCTQ INNOVATOR ETFS TRUST

Ownership history in CoreCap Advisors, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which CoreCap Advisors, LLC reported a position in INNOVATOR ETFS TRUST (OCTQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2024 Q2)
Avg. % of fund
0.01%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 138 -2,306 -94.4% 0.00% $3K $23.88
2025 Q2 REDUCED 2,444 -9,484 -79.5% 0.00% $58K $23.84
2025 Q1 REDUCED 11,928 -1,040 -8.0% 0.01% $284K $23.54
2024 Q4 ADDED 12,968 +1,746 +15.6% 0.01% $309K $23.05
2024 Q3 ADDED 11,222 +2,213 +24.6% 0.01% $268K $22.88
2024 Q2 INITIATED 9,009 0.02% $216K
% of Fund (quarterly)    OCTQ price (monthly, adj. close)

Other funds also holding OCTQ

As of 2025 Q4 — sorted by position size

IFP Advisors, Inc 3Y 7Y 0.0%
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