UBS Group
OCTM

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
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 $26.4B AUM 21.05% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 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
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
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return

UBS Group's OCTM Position: Q1 2026 in Review

UBS Group sold out of FT Vest U.S. Equity Max Buffer ETF - October (OCTM) in Q1 2026, closing a stake of 81 shares — an estimated $2.65K sold.

UBS Group first reported a position in OCTM in Q4 2024 and held it in 5 quarters. The position peaked at $39.2K in Q4 2024. 36 funds tracked by Wall St. Rank hold OCTM as of Q1 2026.

  • UBS Group reported no remaining FT Vest U.S. Equity Max Buffer ETF - October position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 81 FT Vest U.S. Equity Max Buffer ETF - October shares in Q1 2026, an estimated $2.65K.
  • UBS Group first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2024 and held it in 5 quarters.
  • UBS Group's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $39.2K in Q4 2024.
  • 36 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.