KFG Wealth Management
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KFG Wealth Management’s Aptus October Buffer ETF OCTB Stock Holding History

KFG Wealth Management’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
Q3 		$18M Buy
638,818
+12,187
+2% +$337K 1.95% 11
2026
Q2 		$17.1M Buy
626,631
+12,251
+2% +$326K 1.92% 11
2026
Q1 		$15.4M Buy
614,380
+108,788
+22% +$2.78M 1.99% 11
2025
Q4 		$12.9M Buy
+505,592
New +$12.8M 1.73% 13

Other funds holding OCTB

Uniting Wealth Partners
Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $173M AUM
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Woodard & Company Asset Management Group
Woodard & Company Asset Management Group Bermuda Run, North Carolina $672M AUM 22.51% 1-Year Est. Return
Cornerstone Wealth Group
Cornerstone Wealth Group Huntersville, North Carolina $1.77B AUM 21.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

KFG Wealth Management's OCTB Position: Q3 2026 in Review

KFG Wealth Management increased its Aptus October Buffer ETF (OCTB) stake by 1.9% in Q3 2026, buying an estimated $337K and bringing the position to 638,818 shares worth $18M. The position accounts for 1.95% of the portfolio, ranked #11.

KFG Wealth Management first reported a position in OCTB in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold OCTB as of Q3 2026.

  • KFG Wealth Management held 638,818 shares of Aptus October Buffer ETF worth $18M as of Q3 2026.
  • KFG Wealth Management bought 12,187 Aptus October Buffer ETF shares in Q3 2026, an estimated $337K.
  • Aptus October Buffer ETF made up 1.95% of KFG Wealth Management's portfolio in Q3 2026, its #11 holding.
  • KFG Wealth Management first reported a position in Aptus October Buffer ETF in Q4 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held Aptus October Buffer ETF as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.