SPIA
OCTP

Steward Partners Investment Advisory’s PGIM US Large-Cap Buffer 12 ETF - October OCTP Stock Holding History

Steward Partners Investment Advisory’s Portfolio OCTP Stock Details OCTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.9K Hold
671
– – ﹤0.01% 3230
2025
Q4 		$20.4K Buy
+671
New +$20.1K ﹤0.01% 3134

Other funds holding OCTP

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CG
Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $193M AUM 25.63% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Steward Partners Investment Advisory's OCTP Position: Q1 2026 in Review

Steward Partners Investment Advisory held its PGIM US Large-Cap Buffer 12 ETF - October (OCTP) position steady in Q1 2026 at 671 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3230.

Steward Partners Investment Advisory first reported a position in OCTP in Q4 2025 and has held it in 2 quarters since. The position peaked at $20.4K in Q4 2025. 16 funds tracked by Wall St. Rank hold OCTP as of Q1 2026.

  • Steward Partners Investment Advisory held 671 shares of PGIM US Large-Cap Buffer 12 ETF - October worth $19.9K as of Q1 2026.
  • Steward Partners Investment Advisory left its PGIM US Large-Cap Buffer 12 ETF - October share count unchanged in Q1 2026.
  • PGIM US Large-Cap Buffer 12 ETF - October made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3230 holding.
  • Steward Partners Investment Advisory first reported a position in PGIM US Large-Cap Buffer 12 ETF - October in Q4 2025 and has held it in 2 quarters since.
  • Steward Partners Investment Advisory's PGIM US Large-Cap Buffer 12 ETF - October position peaked at $20.4K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF - October as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.