Silver Oak Securities’s Aptus October Buffer ETF OCTB Stock Holding History

Silver Oak Securities’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 Q3	$1.47M	Buy	+53,107	New	+$1.47M	0.11%	207

Other funds holding OCTB

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $173M AUM

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Woodard & Company Asset Management Group Bermuda Run, North Carolina $672M AUM 22.51% 1-Year Est. Return

Cornerstone Wealth Group Huntersville, North Carolina $1.77B AUM 21.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Silver Oak Securities's OCTB Position: Q3 2026 in Review

Silver Oak Securities opened a new position in Aptus October Buffer ETF (OCTB) in Q3 2026: 53,107 shares worth $1.47M. The stake represents 0.11% of the portfolio and ranks #207 among its holdings.

10 funds tracked by Wall St. Rank hold OCTB as of Q3 2026.

Silver Oak Securities held 53,107 shares of Aptus October Buffer ETF worth $1.47M as of Q3 2026.
Aptus October Buffer ETF was a new Silver Oak Securities position in Q3 2026.
Aptus October Buffer ETF made up 0.11% of Silver Oak Securities's portfolio in Q3 2026, its #207 holding.
10 funds tracked by Wall St. Rank held Aptus October Buffer ETF as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.