AE Wealth Management’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

AE Wealth Management’s Portfolio OCTM Stock Details OCTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44.6K	Hold	1,326	–	–	﹤0.01%	2122
2026 Q1	$43.1K	Sell	1,326 -15	-1%	-$491	﹤0.01%	1996
2025 Q4	$43.8K	Buy	+1,341	New	+$43.5K	﹤0.01%	1875
2025 Q2	–	Sell	-8,000	Closed	-$243K	–	2290
2025 Q1	$243K	Sell	8,000 -11,040	-58%	-$338K	﹤0.01%	1194
2024 Q4	$581K	Buy	+19,040	New	+$581K	﹤0.01%	864

Other funds holding OCTM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CPP

Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

AE Wealth Management's OCTM Position: Q2 2026 in Review

AE Wealth Management held its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) position steady in Q2 2026 at 1,326 shares worth $44.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2122.

AE Wealth Management first reported a position in OCTM in Q4 2024 and has held it in 5 quarters since. The position peaked at $581K in Q4 2024. 38 funds tracked by Wall St. Rank hold OCTM as of Q2 2026.

AE Wealth Management held 1,326 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $44.6K as of Q2 2026.
AE Wealth Management left its FT Vest U.S. Equity Max Buffer ETF - October share count unchanged in Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - October made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2122 holding.
AE Wealth Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2024 and has held it in 5 quarters since.
AE Wealth Management's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $581K in Q4 2024.
38 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.