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

Osaic Holdings’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	$74.4K	Hold	2,215	–	–	﹤0.01%	5180
2026 Q1	$72.1K	Hold	2,215	–	–	﹤0.01%	4919
2025 Q4	$72.3K	Buy	2,215 +615	+38%	+$19.9K	﹤0.01%	4974
2025 Q3	$51.5K	Hold	1,600	–	–	﹤0.01%	5293
2025 Q2	$50.3K	Hold	1,600	–	–	﹤0.01%	5052
2025 Q1	$48.6K	Sell	1,600 -4,106	-72%	-$126K	﹤0.01%	4738
2024 Q4	$174K	Buy	+5,706	New	+$174K	﹤0.01%	3724

Other funds holding OCTM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

Osaic Holdings's OCTM Position: Q2 2026 in Review

Osaic Holdings held its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) position steady in Q2 2026 at 2,215 shares worth $74.4K. The position accounts for ﹤0.01% of the portfolio, ranked #5180.

Osaic Holdings first reported a position in OCTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $174K in Q4 2024. 38 funds tracked by Wall St. Rank hold OCTM as of Q2 2026.

Osaic Holdings held 2,215 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $74.4K as of Q2 2026.
Osaic Holdings 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 ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5180 holding.
Osaic Holdings first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2024 and has held it in 7 quarters since.
Osaic Holdings's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $174K in Q4 2024.
38 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.