BBPWM
OCTB

Blue Bell Private Wealth Management’s Aptus October Buffer ETF OCTB Stock Holding History

Blue Bell Private Wealth Management’s Portfolio OCTB Stock Details OCTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.37M Buy
214,449
+42,450
+25% +$1.08M 0.77% 23
2025
Q4 		$4.39M Buy
+171,999
New +$4.35M 0.64% 26

Other funds holding OCTB

KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return

Blue Bell Private Wealth Management's OCTB Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its Aptus October Buffer ETF (OCTB) stake by 25% in Q1 2026, buying an estimated $1.08M and bringing the position to 214,449 shares worth $5.37M. The position accounts for 0.77% of the portfolio, ranked #23.

Blue Bell Private Wealth Management first reported a position in OCTB in Q4 2025 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold OCTB as of Q1 2026.

  • Blue Bell Private Wealth Management held 214,449 shares of Aptus October Buffer ETF worth $5.37M as of Q1 2026.
  • Blue Bell Private Wealth Management bought 42,450 Aptus October Buffer ETF shares in Q1 2026, an estimated $1.08M.
  • Aptus October Buffer ETF made up 0.77% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Blue Bell Private Wealth Management first reported a position in Aptus October Buffer ETF in Q4 2025 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Aptus October Buffer ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.