Blue Bell Private Wealth Management’s Aptus October Buffer ETF OCTB Stock Holding History
Bought
Maintained
Sold
Other funds holding OCTB
KWM
UWP
ACA
GWANC
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PCIA
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CWG
Blue Bell Private Wealth Management's OCTB Position: Q2 2026 in Review
Blue Bell Private Wealth Management reduced its Aptus October Buffer ETF (OCTB) stake by 0.33% in Q2 2026, selling an estimated $19K and leaving 213,735 shares worth $5.82M. The position accounts for 0.73% of the portfolio, ranked #25.
Blue Bell Private Wealth Management first reported a position in OCTB in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold OCTB as of Q2 2026.
- Blue Bell Private Wealth Management held 213,735 shares of Aptus October Buffer ETF worth $5.82M as of Q2 2026.
- Blue Bell Private Wealth Management sold 714 Aptus October Buffer ETF shares in Q2 2026, an estimated $19K.
- Aptus October Buffer ETF made up 0.73% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #25 holding.
- Blue Bell Private Wealth Management first reported a position in Aptus October Buffer ETF in Q4 2025 and has held it in 3 quarters since.
- 9 funds tracked by Wall St. Rank held Aptus October Buffer ETF as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.