Janney Montgomery Scott
OCTM

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
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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Janney Montgomery Scott's OCTM Position: Q1 2026 in Review

Janney Montgomery Scott held its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) position steady in Q1 2026 at 23,499 shares worth $764K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

Janney Montgomery Scott first reported a position in OCTM in Q2 2025 and has held it in 4 quarters since. The position peaked at $767K in Q4 2025. 36 funds tracked by Wall St. Rank hold OCTM as of Q1 2026.

  • Janney Montgomery Scott held 23,499 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $764K as of Q1 2026.
  • Janney Montgomery Scott left its FT Vest U.S. Equity Max Buffer ETF - October share count unchanged in Q1 2026.
  • FT Vest U.S. Equity Max Buffer ETF - October made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1803 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 4 quarters since.
  • Janney Montgomery Scott's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $767K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.