CIAS
OCTM

Capital Investment Advisory Services’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

Capital Investment Advisory Services’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 		$20.2K Hold
600
– – ﹤0.01% 1083
2026
Q1 		$19.5K Sell
600
-175
-23% -$5.72K ﹤0.01% 994
2025
Q4 		$25.3K Hold
775
– – ﹤0.01% 934
2025
Q3 		$24.9K Hold
775
– – ﹤0.01% 877
2025
Q2 		$24.4K Hold
775
– – ﹤0.01% 856
2025
Q1 		$23.5K Hold
775
– – ﹤0.01% 799
2024
Q4 		$23.6K Buy
+775
New +$23.6K ﹤0.01% 743

Other funds holding OCTM

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
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
BW
BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Capital Investment Advisory Services's OCTM Position: Q2 2026 in Review

Capital Investment Advisory Services held its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) position steady in Q2 2026 at 600 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Capital Investment Advisory Services first reported a position in OCTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.3K in Q4 2025. 9 funds tracked by Wall St. Rank hold OCTM as of Q2 2026.

  • Capital Investment Advisory Services held 600 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $20.2K as of Q2 2026.
  • Capital Investment Advisory Services 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 ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1083 holding.
  • Capital Investment Advisory Services first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2024 and has held it in 7 quarters since.
  • Capital Investment Advisory Services's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $25.3K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.