UWP
OCTB

Uniting Wealth Partners’s Aptus October Buffer ETF OCTB Stock Holding History

Uniting Wealth Partners’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 		$13.9M Buy
511,229
+5,980
+1% +$159K 2.82% 3
2026
Q1 		$12.7M Buy
+505,249
New +$12.9M 2.7% 4

Other funds holding OCTB

KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

Uniting Wealth Partners's OCTB Position: Q2 2026 in Review

Uniting Wealth Partners increased its Aptus October Buffer ETF (OCTB) stake by 1.2% in Q2 2026, buying an estimated $159K and bringing the position to 511,229 shares worth $13.9M. The position accounts for 2.82% of the portfolio, ranked #3.

Uniting Wealth Partners first reported a position in OCTB in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold OCTB as of Q2 2026.

  • Uniting Wealth Partners held 511,229 shares of Aptus October Buffer ETF worth $13.9M as of Q2 2026.
  • Uniting Wealth Partners bought 5,980 Aptus October Buffer ETF shares in Q2 2026, an estimated $159K.
  • Aptus October Buffer ETF made up 2.82% of Uniting Wealth Partners's portfolio in Q2 2026, its #3 holding.
  • Uniting Wealth Partners first reported a position in Aptus October Buffer ETF in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Aptus October Buffer ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.