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Aptus October Buffer ETF (OCTB)

CUSIP: 268961851 | NYSE | 14 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
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Institutional Holders — Q3 2026

KFG Wealth Management, LLC638,818
2.0% of portfolio›$18.0M
Blue Bell Private Wealth Management, LLC209,548
0.7% of portfolio›$5.9M
6th Street Advisors, LLC21,236
0.3% of portfolio›$598.9K
Prime Capital Investment Advisors, LLC17,017
0.0% of portfolio›$479.9K
Cyndeo Wealth Partners, LLC10,000
0.0% of portfolio›$282.0K
Woodard & Co Asset Management Group Inc9,369
0.0% of portfolio›$264.2K
Cornerstone Wealth Group, LLC7,875
0.0% of portfolio›$222.1K
StyleTurnoverLocationFiled
KFG Wealth Management, LLC
638,818$18.0M2.0%ETFMediumGranger, IN2026-10-16
Blue Bell Private Wealth Management, LLC
209,548$5.9M0.7%YieldVery LowBlue Bell, PA2026-10-29
6th Street Advisors, LLC
21,236$598.9K0.3%ETFVery LowDaphne, AL2026-10-14
Prime Capital Investment Advisors, LLC
17,017$479.9K0.0%ETFLowOverland Park, KS2026-10-20
Cyndeo Wealth Partners, LLC
10,000$282.0K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Woodard & Co Asset Management Group Inc
9,369$264.2K0.0%ETFMediumBermuda Run, NC2026-11-03
Cornerstone Wealth Group, LLC
7,875$222.1K0.0%CoreMediumHuntersville, NC2026-11-02