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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

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KA
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Prime Capital Investment Advisors
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CWG
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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.