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

Commonwealth Equity 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	$563K	Sell	16,770 -7,313	-30%	-$244K	﹤0.01%	3217
2026 Q1	$783K	Sell	24,083 -2,870	-11%	-$93.9K	﹤0.01%	2817
2025 Q4	$880K	Buy	26,953 +12,399	+85%	+$402K	﹤0.01%	2693
2025 Q3	$468K	Sell	14,554 -227	-2%	-$7.22K	﹤0.01%	3228
2025 Q2	$465K	Sell	14,781 -22,936	-61%	-$704K	﹤0.01%	3202
2025 Q1	$1.15M	Buy	37,717 +1,483	+4%	+$45.4K	﹤0.01%	2345
2024 Q4	$1.11M	Buy	+36,234	New	+$1.11M	﹤0.01%	2314

Other funds holding OCTM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 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

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return

Commonwealth Equity Services's OCTM Position: Q2 2026 in Review

Commonwealth Equity Services reduced its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) stake by 30% in Q2 2026, selling an estimated $244K and leaving 16,770 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #3217.

Commonwealth Equity Services first reported a position in OCTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q1 2025. 20 funds tracked by Wall St. Rank hold OCTM as of Q2 2026.

Commonwealth Equity Services held 16,770 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $563K as of Q2 2026.
Commonwealth Equity Services sold 7,313 FT Vest U.S. Equity Max Buffer ETF - October shares in Q2 2026, an estimated $244K.
FT Vest U.S. Equity Max Buffer ETF - October made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3217 holding.
Commonwealth Equity 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.
Commonwealth Equity Services's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $1.15M in Q1 2025.
20 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.