MW
OCTM

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
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

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
BW
BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

Maia Wealth's OCTM Position: Q2 2026 in Review

Maia Wealth reduced its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) stake by 2.9% in Q2 2026, selling an estimated $18.2K and leaving 18,202 shares worth $612K. The position accounts for 0.09% of the portfolio, ranked #193.

Maia Wealth first reported a position in OCTM in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.29M in Q4 2024. 13 funds tracked by Wall St. Rank hold OCTM as of Q2 2026.

  • Maia Wealth held 18,202 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $612K as of Q2 2026.
  • Maia Wealth sold 547 FT Vest U.S. Equity Max Buffer ETF - October shares in Q2 2026, an estimated $18.2K.
  • FT Vest U.S. Equity Max Buffer ETF - October made up 0.09% of Maia Wealth's portfolio in Q2 2026, its #193 holding.
  • Maia Wealth first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2024 and has held it in 5 quarters since.
  • Maia Wealth's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $5.29M in Q4 2024.
  • 13 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.