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 Q3	$717K	Sell	20,957 -2,542	-11%	-$86.2K	﹤0.01%	2124
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

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

FWG Investments Lexington, Kentucky $208M AUM 12.81% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Janney Montgomery Scott's OCTM Position: Q3 2026 in Review

Janney Montgomery Scott reduced its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) stake by 11% in Q3 2026, selling an estimated $86.2K and leaving 20,957 shares worth $717K. The position accounts for ﹤0.01% of the portfolio, ranked #2124.

Janney Montgomery Scott first reported a position in OCTM in Q2 2025 and has held it in 6 quarters since. The position peaked at $790K in Q2 2026. 36 funds tracked by Wall St. Rank hold OCTM as of Q3 2026.

Janney Montgomery Scott held 20,957 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $717K as of Q3 2026.
Janney Montgomery Scott sold 2,542 FT Vest U.S. Equity Max Buffer ETF - October shares in Q3 2026, an estimated $86.2K.
FT Vest U.S. Equity Max Buffer ETF - October made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q3 2026, its #2124 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 6 quarters since.
Janney Montgomery Scott's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $790K in Q2 2026.
36 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.