GWANC
OCTB

Guardian Wealth Advisors (North Carolina)’s Aptus October Buffer ETF OCTB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q1 		$1.11M Hold
44,141
– – 0.07% 147
2025
Q4 		$1.13M Buy
+44,141
New +$1.12M 0.07% 143

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 $12.7B AUM 17.41% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

Guardian Wealth Advisors (North Carolina)'s OCTB Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) held its Aptus October Buffer ETF (OCTB) position steady in Q1 2026 at 44,141 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #147.

Guardian Wealth Advisors (North Carolina) first reported a position in OCTB in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.13M in Q4 2025. 12 funds tracked by Wall St. Rank hold OCTB as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 44,141 shares of Aptus October Buffer ETF worth $1.11M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) left its Aptus October Buffer ETF share count unchanged in Q1 2026.
  • Aptus October Buffer ETF made up 0.07% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #147 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Aptus October Buffer ETF in Q4 2025 and has held it in 2 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Aptus October Buffer ETF position peaked at $1.13M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Aptus October Buffer ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.