CWP
OCTB

Cyndeo Wealth Partners’s Aptus October Buffer ETF OCTB Stock Holding History

Cyndeo Wealth Partners’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 		$272K Hold
10,000
– – 0.01% 450
2026
Q1 		$251K Buy
+10,000
New +$256K 0.01% 442

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
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

Cyndeo Wealth Partners's OCTB Position: Q2 2026 in Review

Cyndeo Wealth Partners held its Aptus October Buffer ETF (OCTB) position steady in Q2 2026 at 10,000 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #450.

Cyndeo Wealth Partners first reported a position in OCTB in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold OCTB as of Q2 2026.

  • Cyndeo Wealth Partners held 10,000 shares of Aptus October Buffer ETF worth $272K as of Q2 2026.
  • Cyndeo Wealth Partners left its Aptus October Buffer ETF share count unchanged in Q2 2026.
  • Aptus October Buffer ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #450 holding.
  • Cyndeo Wealth Partners first reported a position in Aptus October Buffer ETF in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Aptus October Buffer ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.