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

Atria Investments’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	$388K	Sell	11,548 -410	-3%	-$13.7K	﹤0.01%	1670
2026 Q1	$389K	Sell	11,958 -462	-4%	-$15.1K	﹤0.01%	1592
2025 Q4	$406K	Buy	12,420 +606	+5%	+$19.6K	﹤0.01%	1569
2025 Q3	$380K	Buy	11,814 +4,509	+62%	+$143K	﹤0.01%	1590
2025 Q2	$230K	Buy	+7,305	New	+$224K	﹤0.01%	1843

Other funds holding OCTM

KAS

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

AWM

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 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

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Atria Investments's OCTM Position: Q2 2026 in Review

Atria Investments reduced its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) stake by 3.4% in Q2 2026, selling an estimated $13.7K and leaving 11,548 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

Atria Investments first reported a position in OCTM in Q2 2025 and has held it in 5 quarters since. The position peaked at $406K in Q4 2025. 20 funds tracked by Wall St. Rank hold OCTM as of Q2 2026.

Atria Investments held 11,548 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $388K as of Q2 2026.
Atria Investments sold 410 FT Vest U.S. Equity Max Buffer ETF - October shares in Q2 2026, an estimated $13.7K.
FT Vest U.S. Equity Max Buffer ETF - October made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1670 holding.
Atria Investments first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q2 2025 and has held it in 5 quarters since.
Atria Investments's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $406K in Q4 2025.
20 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.