NA
OCTP

NewEdge Advisors’s PGIM US Large-Cap Buffer 12 ETF - October OCTP Stock Holding History

NewEdge Advisors’s Portfolio OCTP Stock Details OCTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$719K Buy
24,270
+5,644
+30% +$171K ﹤0.01% 1713
2025
Q4 		$565K Buy
+18,626
New +$558K ﹤0.01% 1881

Other funds holding OCTP

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CG
Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $193M AUM 25.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

NewEdge Advisors's OCTP Position: Q1 2026 in Review

NewEdge Advisors increased its PGIM US Large-Cap Buffer 12 ETF - October (OCTP) stake by 30% in Q1 2026, buying an estimated $171K and bringing the position to 24,270 shares worth $719K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

NewEdge Advisors first reported a position in OCTP in Q4 2025 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold OCTP as of Q1 2026.

  • NewEdge Advisors held 24,270 shares of PGIM US Large-Cap Buffer 12 ETF - October worth $719K as of Q1 2026.
  • NewEdge Advisors bought 5,644 PGIM US Large-Cap Buffer 12 ETF - October shares in Q1 2026, an estimated $171K.
  • PGIM US Large-Cap Buffer 12 ETF - October made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1713 holding.
  • NewEdge Advisors first reported a position in PGIM US Large-Cap Buffer 12 ETF - October in Q4 2025 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF - October as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.