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
2025
Q4 		$22K Buy
+675
New +$21.9K ﹤0.01% 1411

Other funds holding OCTM

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $40.4B AUM 21.2% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return

SageView Advisory Group's OCTM Position: Q4 2025 in Review

SageView Advisory Group opened a new position in FT Vest U.S. Equity Max Buffer ETF - October (OCTM) in Q4 2025: 675 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #1411 among its holdings.

42 funds tracked by Wall St. Rank hold OCTM as of Q4 2025.

  • SageView Advisory Group held 675 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $22K as of Q4 2025.
  • FT Vest U.S. Equity Max Buffer ETF - October was a new SageView Advisory Group position in Q4 2025.
  • FT Vest U.S. Equity Max Buffer ETF - October made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1411 holding.
  • 42 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.