Kestra Advisory Services’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

Kestra Advisory Services’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	$1.84M	Sell	54,694 -16,246	-23%	-$541K	0.01%	1418
2026 Q1	$2.31M	Sell	70,940 -153	-0.2%	-$5.01K	0.01%	1209
2025 Q4	$2.32M	Buy	71,093 +20,998	+42%	+$681K	0.01%	1132
2025 Q3	$1.61M	Hold	50,095	–	–	0.01%	1282
2025 Q2	$1.57M	Sell	50,095 -36,070	-42%	-$1.11M	0.01%	1212
2025 Q1	$2.62M	Sell	86,165 -603	-0.7%	-$18.5K	0.01%	872
2024 Q4	$2.65M	Buy	+86,768	New	+$2.65M	0.01%	856

Other funds holding OCTM

AWM

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 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

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return

Kestra Advisory Services's OCTM Position: Q2 2026 in Review

Kestra Advisory Services reduced its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) stake by 23% in Q2 2026, selling an estimated $541K and leaving 54,694 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #1418.

Kestra Advisory Services first reported a position in OCTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.65M in Q4 2024. 20 funds tracked by Wall St. Rank hold OCTM as of Q2 2026.

Kestra Advisory Services held 54,694 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $1.84M as of Q2 2026.
Kestra Advisory Services sold 16,246 FT Vest U.S. Equity Max Buffer ETF - October shares in Q2 2026, an estimated $541K.
FT Vest U.S. Equity Max Buffer ETF - October made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1418 holding.
Kestra Advisory Services first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2024 and has held it in 7 quarters since.
Kestra Advisory Services's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $2.65M in Q4 2024.
20 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.