UBS Group

UBS Group’s Aptus October Buffer ETF OCTB Stock Holding History

UBS Group’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	–	Sell	-142	Closed	-$3.56K	–	11534
2026 Q1	$3.56K	Buy	+142	New	+$3.63K	﹤0.01%	9068

Other funds holding OCTB

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Uniting Wealth Partners Mission, Kansas $492M AUM 30.23% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

UBS Group's OCTB Position: Q2 2026 in Review

UBS Group sold out of Aptus October Buffer ETF (OCTB) in Q2 2026, closing a stake of 142 shares — an estimated $3.56K sold.

UBS Group first reported a position in OCTB in Q1 2026 and held it in 1 quarter. The position peaked at $3.56K in Q1 2026. 9 funds tracked by Wall St. Rank hold OCTB as of Q2 2026.

UBS Group reported no remaining Aptus October Buffer ETF position as of Q2 2026 after selling out during the quarter.
UBS Group sold 142 Aptus October Buffer ETF shares in Q2 2026, an estimated $3.56K.
UBS Group first reported a position in Aptus October Buffer ETF in Q1 2026 and held it in 1 quarter.
UBS Group's Aptus October Buffer ETF position peaked at $3.56K in Q1 2026.
9 funds tracked by Wall St. Rank held Aptus October Buffer ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.