Americana Partners’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

Americana Partners’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	$530K	Sell	15,760 -647	-4%	-$21.5K	0.01%	391
2026 Q1	$534K	Sell	16,407 -126	-0.8%	-$4.12K	0.01%	344
2025 Q4	$540K	Buy	+16,533	New	+$536K	0.01%	322

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

Americana Partners's OCTM Position: Q2 2026 in Review

Americana Partners reduced its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) stake by 3.9% in Q2 2026, selling an estimated $21.5K and leaving 15,760 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #391.

Americana Partners first reported a position in OCTM in Q4 2025 and has held it in 3 quarters since. The position peaked at $540K in Q4 2025. 38 funds tracked by Wall St. Rank hold OCTM as of Q2 2026.

Americana Partners held 15,760 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $530K as of Q2 2026.
Americana Partners sold 647 FT Vest U.S. Equity Max Buffer ETF - October shares in Q2 2026, an estimated $21.5K.
FT Vest U.S. Equity Max Buffer ETF - October made up 0.01% of Americana Partners's portfolio in Q2 2026, its #391 holding.
Americana Partners first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2025 and has held it in 3 quarters since.
Americana Partners's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $540K in Q4 2025.
38 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.