Maia Wealth’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

Maia Wealth’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 Q3	–	Sell	-18,202	Closed	-$612K	–	379
2026 Q2	$612K	Sell	18,202 -547	-3%	-$18.2K	0.09%	193
2026 Q1	$610K	Buy	+18,749	New	+$613K	0.1%	189
2025 Q3	–	Sell	-136,936	Closed	-$4.3M	–	367
2025 Q2	$4.3M	Buy	136,936 +2,247	+2%	+$69K	0.82%	28
2025 Q1	$4.07M	Sell	134,689 -38,744	-22%	-$1.19M	0.92%	24
2024 Q4	$5.29M	Buy	+173,433	New	+$5.29M	1.14%	18

Other funds holding OCTM

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

BostonPremier Wealth Hanover, Massachusetts $245M AUM 21.45% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Maia Wealth's OCTM Position: Q3 2026 in Review

Maia Wealth sold out of FT Vest U.S. Equity Max Buffer ETF - October (OCTM) in Q3 2026, closing a stake of 18,202 shares — an estimated $612K sold.

Maia Wealth first reported a position in OCTM in Q4 2024 and held it in 5 quarters. The position peaked at $5.29M in Q4 2024. 16 funds tracked by Wall St. Rank hold OCTM as of Q3 2026.

Maia Wealth reported no remaining FT Vest U.S. Equity Max Buffer ETF - October position as of Q3 2026 after selling out during the quarter.
Maia Wealth sold 18,202 FT Vest U.S. Equity Max Buffer ETF - October shares in Q3 2026, an estimated $612K.
Maia Wealth first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2024 and held it in 5 quarters.
Maia Wealth's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $5.29M in Q4 2024.
16 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.