MAM
OCTM

Milestone Asset Management’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

Milestone Asset Management’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 		$206K Sell
6,119
-614
-9% -$20.4K 0.03% 256
2026
Q1 		$219K Hold
6,733
– – 0.04% 223
2025
Q4 		$220K Buy
+6,733
New +$218K 0.04% 203

Other funds holding OCTM

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

Milestone Asset Management's OCTM Position: Q2 2026 in Review

Milestone Asset Management reduced its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) stake by 9.1% in Q2 2026, selling an estimated $20.4K and leaving 6,119 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #256.

Milestone Asset Management first reported a position in OCTM in Q4 2025 and has held it in 3 quarters since. The position peaked at $220K in Q4 2025. 38 funds tracked by Wall St. Rank hold OCTM as of Q2 2026.

  • Milestone Asset Management held 6,119 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $206K as of Q2 2026.
  • Milestone Asset Management sold 614 FT Vest U.S. Equity Max Buffer ETF - October shares in Q2 2026, an estimated $20.4K.
  • FT Vest U.S. Equity Max Buffer ETF - October made up 0.03% of Milestone Asset Management's portfolio in Q2 2026, its #256 holding.
  • Milestone Asset Management 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.
  • Milestone Asset Management's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $220K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.