Bank of America
OCTM

Bank of America’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

Bank of America’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
Q1 		– Sell
-1,278
Closed -$41.7K – 7102
2025
Q4 		$41.7K Buy
+1,278
New +$41.4K ﹤0.01% 5889

Other funds holding OCTM

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

Bank of America's OCTM Position: Q1 2026 in Review

Bank of America sold out of FT Vest U.S. Equity Max Buffer ETF - October (OCTM) in Q1 2026, closing a stake of 1,278 shares — an estimated $41.7K sold.

Bank of America first reported a position in OCTM in Q4 2025 and held it in 1 quarter. The position peaked at $41.7K in Q4 2025. 36 funds tracked by Wall St. Rank hold OCTM as of Q1 2026.

  • Bank of America reported no remaining FT Vest U.S. Equity Max Buffer ETF - October position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 1,278 FT Vest U.S. Equity Max Buffer ETF - October shares in Q1 2026, an estimated $41.7K.
  • Bank of America first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2025 and held it in 1 quarter.
  • Bank of America's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $41.7K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.