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

Madrona Financial 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	$623K	Hold	18,531	–	–	0.11%	70
2026 Q1	$603K	Hold	18,531	–	–	0.13%	64
2025 Q4	$605K	Buy	+18,531	New	+$601K	0.13%	61

Other funds holding OCTM

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Madrona Financial Services's OCTM Position: Q2 2026 in Review

Madrona Financial Services held its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) position steady in Q2 2026 at 18,531 shares worth $623K. The position accounts for 0.11% of the portfolio, ranked #70.

Madrona Financial Services first reported a position in OCTM in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold OCTM as of Q2 2026.

Madrona Financial Services held 18,531 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $623K as of Q2 2026.
Madrona Financial Services left its FT Vest U.S. Equity Max Buffer ETF - October share count unchanged in Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - October made up 0.11% of Madrona Financial Services's portfolio in Q2 2026, its #70 holding.
Madrona Financial Services first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2025 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.