OCTQ β€” INNOVATOR PREMIUM INCOME 40 BARRIER ETF - OCTOBER

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  7 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported INNOVATOR PREMIUM INCOME 40 BARRIER ETF - OCTOBER (OCTQ) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. The latest visible filing shows OCTQ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OCTQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in INNOVATOR PREMIUM INCOME 40 BARRIER ETF - OCTOBER, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

OCTQ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CREATIVE FINANCIAL DESIGNS INC /ADV held OCTQ β€” position size vs. price
% of Fund (quarterly)    OCTQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 400 β€” 0% 0.00% $10K 2025-11-14 (Est.) $23.88
2025 Q2 UNCHANGED 400 β€” 0% 0.00% $10K 2025-08-04 $23.73
2025 Q1 UNCHANGED 400 β€” 0% 0.00% $10K 2025-04-23 $23.21
2024 Q4 UNCHANGED 400 β€” 0% 0.00% $10K 2025-02-10 $23.19
2024 Q3 UNCHANGED 400 β€” 0% 0.00% $10K 2024-10-28 $22.83
2024 Q2 UNCHANGED 400 β€” 0% 0.00% $10K 2024-08-06 $22.66
2024 Q1 INITIATED 400 β€” β€” 0.00% $10K 2024-05-01 $22.37

🏒 Other funds also holding OCTQ

As of 2025 Q4 β€” sorted by position size

IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and OCTQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning OCTQ?

CREATIVE FINANCIAL DESIGNS INC /ADV reported OCTQ across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported OCTQ position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for OCTQ was 0.00% in 2024 Q1.

What is the latest reported OCTQ position on this page?

The most recent filing on this page is 2025 Q3, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 400 shares, equal to 0.00% of portfolio, with an estimated market value of $10K.

What does the chart on this OCTQ ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly OCTQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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