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INN Prem Income 30 Barr OCT (OCTJ)

CUSIP: 45783Y491 | NYSE | 39 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABrookstone Capital Management5,3910.7%Newly reportedJun 30, 202639,575 sh (Mar 31, 2026)
13G/ABrookstone Capital Management

Institutional Holders — Q3 2026

Outlook Wealth Advisors, LLC56,500
0.3% of portfolio›$1.3M
Vima LLC23,385
0.6% of portfolio›$558.4K
CoreCap Advisors, LLC17,475
0.0% of portfolio›$417.3K
Trek Financial, LLC15,349
0.0% of portfolio›$366.5K
Commonwealth Equity Services, LLC11,098
0.0% of portfolio›$265.0K
Soltis Investment Advisors LLC10,590
0.0% of portfolio›$252.9K
Farther Finance Advisors, LLC3,700
0.0% of portfolio›$88.4K
Creative Financial Designs Inc800
0.0% of portfolio›$19.1K
Archer Investment Corp771
0.0% of portfolio›$18.4K
Pinnacle Wealth Planning Services, Inc.720
0.0% of portfolio›$17.2K
Dhjj Financial Advisors, Ltd.82
0.0% of portfolio›$2.0K
IFP Advisors, Inc35
0.0% of portfolio›$836
StyleTurnoverLocationFiled
Outlook Wealth Advisors, LLC
56,500$1.3M0.3%ETFMediumShenandoah, TX2026-10-28
Vima LLC
23,385$558.4K0.6%CoreLowTroy, MI2026-10-23
CoreCap Advisors, LLC
17,475$417.3K0.0%ETFMediumSouthfield, MI2026-10-08
Trek Financial, LLC
15,349$366.5K0.0%ETFHighScottsdale, AZ2026-10-29
Commonwealth Equity Services, LLC
11,098$265.0K0.0%ETFLowWaltham, MA2026-11-02
Soltis Investment Advisors LLC
10,590$252.9K0.0%CoreMediumSt. George, UT2026-10-28
Farther Finance Advisors, LLC
3,700$88.4K0.0%IndexLowSan Francisco, CA2026-10-08
Creative Financial Designs Inc
800$19.1K0.0%ETFMediumKokomo, IN2026-11-04
Archer Investment Corp
771$18.4K0.0%CoreMediumCarmel, IN2026-11-05
Pinnacle Wealth Planning Services, Inc.
720$17.2K0.0%GARPLowMansfield, OH2026-10-27
Dhjj Financial Advisors, Ltd.
82$2.0K0.0%ETFVery LowNaperville, IL2026-10-23
IFP Advisors, Inc
35$8360.0%GrowthLowTampa, FL2026-10-16
5,391
0.7% of class · Jun 30, 2026Newly reported
39,575 sh (Mar 31, 2026)