KA
OCTB

Kovack Advisors’s Aptus October Buffer ETF OCTB Stock Holding History

Kovack Advisors’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
Q1 		$870K Buy
34,722
+15,649
+82% +$400K 0.05% 411
2025
Q4 		$487K Buy
+19,073
New +$482K 0.02% 601

Other funds holding OCTB

KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return

Kovack Advisors's OCTB Position: Q1 2026 in Review

Kovack Advisors increased its Aptus October Buffer ETF (OCTB) stake by 82% in Q1 2026, buying an estimated $400K and bringing the position to 34,722 shares worth $870K. The position accounts for 0.05% of the portfolio, ranked #411.

Kovack Advisors first reported a position in OCTB in Q4 2025 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold OCTB as of Q1 2026.

  • Kovack Advisors held 34,722 shares of Aptus October Buffer ETF worth $870K as of Q1 2026.
  • Kovack Advisors bought 15,649 Aptus October Buffer ETF shares in Q1 2026, an estimated $400K.
  • Aptus October Buffer ETF made up 0.05% of Kovack Advisors's portfolio in Q1 2026, its #411 holding.
  • Kovack Advisors first reported a position in Aptus October Buffer ETF in Q4 2025 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Aptus October Buffer ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.