CWG
OCTB

Cornerstone Wealth Group’s Aptus October Buffer ETF OCTB Stock Holding History

Cornerstone Wealth Group’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
Q2 		$214K Hold
7,875
– – 0.01% 468
2026
Q1 		$206K Hold
7,875
– – 0.01% 429
2025
Q4 		$201K Buy
+7,875
New +$199K 0.01% 380

Other funds holding OCTB

KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $492M AUM 30.23% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Cornerstone Wealth Group's OCTB Position: Q2 2026 in Review

Cornerstone Wealth Group held its Aptus October Buffer ETF (OCTB) position steady in Q2 2026 at 7,875 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #468.

Cornerstone Wealth Group 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.

  • Cornerstone Wealth Group held 7,875 shares of Aptus October Buffer ETF worth $214K as of Q2 2026.
  • Cornerstone Wealth Group left its Aptus October Buffer ETF share count unchanged in Q2 2026.
  • Aptus October Buffer ETF made up 0.01% of Cornerstone Wealth Group's portfolio in Q2 2026, its #468 holding.
  • Cornerstone Wealth Group 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 Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.