JY
OCTB

Jeff Yass’s Aptus October Buffer ETF OCTB Stock Holding History

Jeff Yass’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 		– Sell
-11,561
Closed -$290K – 14960
2026
Q1 		$290K Sell
11,561
-12,282
-52% -$314K ﹤0.01% 10941
2025
Q4 		$609K Buy
+23,843
New +$603K ﹤0.01% 8342

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 $14.6B AUM 22.78% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

Jeff Yass's OCTB Position: Q2 2026 in Review

Jeff Yass sold out of Aptus October Buffer ETF (OCTB) in Q2 2026, closing a stake of 11,561 shares — an estimated $290K sold.

Jeff Yass first reported a position in OCTB in Q4 2025 and held it in 2 quarters. The position peaked at $609K in Q4 2025. 9 funds tracked by Wall St. Rank hold OCTB as of Q2 2026.

  • Jeff Yass reported no remaining Aptus October Buffer ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 11,561 Aptus October Buffer ETF shares in Q2 2026, an estimated $290K.
  • Jeff Yass first reported a position in Aptus October Buffer ETF in Q4 2025 and held it in 2 quarters.
  • Jeff Yass's Aptus October Buffer ETF position peaked at $609K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Aptus October Buffer ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.