SAG
OCTM

SageView Advisory Group’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-675
Closed -$22K – 2556
2025
Q4 		$22K Buy
+675
New +$21.9K ﹤0.01% 1411

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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

SageView Advisory Group's OCTM Position: Q1 2026 in Review

SageView Advisory Group sold out of FT Vest U.S. Equity Max Buffer ETF - October (OCTM) in Q1 2026, closing a stake of 675 shares — an estimated $22K sold.

SageView Advisory Group first reported a position in OCTM in Q4 2025 and held it in 1 quarter. The position peaked at $22K in Q4 2025. 36 funds tracked by Wall St. Rank hold OCTM as of Q1 2026.

  • SageView Advisory Group reported no remaining FT Vest U.S. Equity Max Buffer ETF - October position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 675 FT Vest U.S. Equity Max Buffer ETF - October shares in Q1 2026, an estimated $22K.
  • SageView Advisory Group first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $22K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.