Cetera Investment Advisers’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

Cetera Investment Advisers’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	$472K	Sell	14,057 -123	-0.9%	-$4.1K	﹤0.01%	3752
2026 Q1	$461K	Buy	14,180 +361	+3%	+$11.8K	﹤0.01%	3584
2025 Q4	$451K	Buy	13,819 +3,745	+37%	+$121K	﹤0.01%	3526
2025 Q3	$324K	Sell	10,074 -1,198	-11%	-$38.1K	﹤0.01%	3763
2025 Q2	$354K	Buy	11,272 +379	+3%	+$11.6K	﹤0.01%	3251
2025 Q1	$331K	Sell	10,893 -2,890	-21%	-$88.6K	﹤0.01%	3188
2024 Q4	$421K	Buy	+13,783	New	+$420K	﹤0.01%	2814

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

Cetera Investment Advisers's OCTM Position: Q2 2026 in Review

Cetera Investment Advisers reduced its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) stake by 0.87% in Q2 2026, selling an estimated $4.1K and leaving 14,057 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #3752.

Cetera Investment Advisers first reported a position in OCTM in Q4 2024 and has held it in 7 quarters since. 38 funds tracked by Wall St. Rank hold OCTM as of Q2 2026.

Cetera Investment Advisers held 14,057 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $472K as of Q2 2026.
Cetera Investment Advisers sold 123 FT Vest U.S. Equity Max Buffer ETF - October shares in Q2 2026, an estimated $4.1K.
FT Vest U.S. Equity Max Buffer ETF - October made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3752 holding.
Cetera Investment Advisers 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.
38 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.