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
Q2 		$431K Sell
15,856
-18,866
-54% -$502K 0.02% 671
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 $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
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

Kovack Advisors's OCTB Position: Q2 2026 in Review

Kovack Advisors reduced its Aptus October Buffer ETF (OCTB) stake by 54% in Q2 2026, selling an estimated $502K and leaving 15,856 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #671.

Kovack Advisors first reported a position in OCTB in Q4 2025 and has held it in 3 quarters since. The position peaked at $870K in Q1 2026. 9 funds tracked by Wall St. Rank hold OCTB as of Q2 2026.

  • Kovack Advisors held 15,856 shares of Aptus October Buffer ETF worth $431K as of Q2 2026.
  • Kovack Advisors sold 18,866 Aptus October Buffer ETF shares in Q2 2026, an estimated $502K.
  • Aptus October Buffer ETF made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #671 holding.
  • Kovack Advisors first reported a position in Aptus October Buffer ETF in Q4 2025 and has held it in 3 quarters since.
  • Kovack Advisors's Aptus October Buffer ETF position peaked at $870K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Aptus October Buffer ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.