Beacon Financial Advisory’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

Beacon Financial Advisory’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	$456K	Hold	13,570	–	–	0.09%	262
2026 Q1	$441K	Hold	13,570	–	–	0.1%	248
2025 Q4	$443K	Buy	+13,570	New	+$440K	0.1%	231

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

Beacon Financial Advisory's OCTM Position: Q2 2026 in Review

Beacon Financial Advisory held its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) position steady in Q2 2026 at 13,570 shares worth $456K. The position accounts for 0.09% of the portfolio, ranked #262.

Beacon Financial Advisory first reported a position in OCTM in Q4 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold OCTM as of Q2 2026.

Beacon Financial Advisory held 13,570 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $456K as of Q2 2026.
Beacon Financial Advisory 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 0.09% of Beacon Financial Advisory's portfolio in Q2 2026, its #262 holding.
Beacon Financial Advisory 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.
38 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.