PCIA
OCTB

Prime Capital Investment Advisors’s Aptus October Buffer ETF OCTB Stock Holding History

Prime Capital Investment Advisors’s Portfolio OCTB Stock Details OCTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$388K Buy
14,244
+5,883
+70% +$157K ﹤0.01% 776
2026
Q1 		$210K Buy
+8,361
New +$214K ﹤0.01% 966

Other funds holding OCTB

KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $492M AUM 30.23% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

Prime Capital Investment Advisors's OCTB Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Aptus October Buffer ETF (OCTB) stake by 70% in Q2 2026, buying an estimated $157K and bringing the position to 14,244 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Prime Capital Investment Advisors first reported a position in OCTB in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold OCTB as of Q2 2026.

  • Prime Capital Investment Advisors held 14,244 shares of Aptus October Buffer ETF worth $388K as of Q2 2026.
  • Prime Capital Investment Advisors bought 5,883 Aptus October Buffer ETF shares in Q2 2026, an estimated $157K.
  • Aptus October Buffer ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #776 holding.
  • Prime Capital Investment Advisors first reported a position in Aptus October Buffer ETF in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Aptus October Buffer ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.