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

UBS 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 Q2	$11.2K	Buy	+333	New	+$11.1K	﹤0.01%	8513
2026 Q1	–	Sell	-81	Closed	-$2.65K	–	11429
2025 Q4	$2.65K	Sell	81 -146	-64%	-$4.73K	﹤0.01%	9264
2025 Q3	$7.3K	Sell	227 -980	-81%	-$31.2K	﹤0.01%	8732
2025 Q2	$37.9K	Buy	1,207 +1,154	+2,177%	+$35.4K	﹤0.01%	8004
2025 Q1	$1.61K	Sell	53 -1,233	-96%	-$37.8K	﹤0.01%	9476
2024 Q4	$39.2K	Buy	+1,286	New	+$39.2K	﹤0.01%	7450

Other funds holding OCTM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

UBS Group's OCTM Position: Q2 2026 in Review

UBS Group opened a new position in FT Vest U.S. Equity Max Buffer ETF - October (OCTM) in Q2 2026: 333 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #8513 among its holdings. This is a return to the name: UBS Group previously reported a position in OCTM as recently as Q4 2025.

UBS Group first reported a position in OCTM in Q4 2024 and has held it in 6 quarters since. The position peaked at $39.2K in Q4 2024. 38 funds tracked by Wall St. Rank hold OCTM as of Q2 2026.

UBS Group held 333 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $11.2K as of Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - October was a new UBS Group position in Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - October made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8513 holding.
UBS Group first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2024 and has held it in 6 quarters since.
UBS Group's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $39.2K in Q4 2024.
38 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q2 2026.

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