Janney Montgomery Scott’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

Janney Montgomery Scott’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	$790K	Hold	23,499	–	–	﹤0.01%	2063
2026 Q1	$764K	Hold	23,499	–	–	﹤0.01%	1803
2025 Q4	$767K	Buy	23,499 +772	+3%	+$25K	﹤0.01%	1900
2025 Q3	$731K	Hold	22,727	–	–	﹤0.01%	1918
2025 Q2	$714K	Buy	+22,727	New	+$697K	﹤0.01%	1793

Other funds holding OCTM

KAS

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

AWM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

CPP

Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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

Janney Montgomery Scott's OCTM Position: Q2 2026 in Review

Janney Montgomery Scott held its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) position steady in Q2 2026 at 23,499 shares worth $790K. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

Janney Montgomery Scott first reported a position in OCTM in Q2 2025 and has held it in 5 quarters since. 38 funds tracked by Wall St. Rank hold OCTM as of Q2 2026.

Janney Montgomery Scott held 23,499 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $790K as of Q2 2026.
Janney Montgomery Scott left its FT Vest U.S. Equity Max Buffer ETF - October share count unchanged in Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - October made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2063 holding.
Janney Montgomery Scott first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q2 2025 and has held it in 5 quarters since.
38 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.