Beacon Financial Advisory’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History
Bought
Maintained
Sold
Other funds holding OCTM
MAM
Beacon Financial Advisory's OCTM Position: Q3 2026 in Review
Beacon Financial Advisory held its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) position steady in Q3 2026 at 13,570 shares worth $464K. The position accounts for 0.09% of the portfolio, ranked #265.
Beacon Financial Advisory first reported a position in OCTM in Q4 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold OCTM as of Q3 2026.
- Beacon Financial Advisory held 13,570 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $464K as of Q3 2026.
- Beacon Financial Advisory left its FT Vest U.S. Equity Max Buffer ETF - October share count unchanged in Q3 2026.
- FT Vest U.S. Equity Max Buffer ETF - October made up 0.09% of Beacon Financial Advisory's portfolio in Q3 2026, its #265 holding.
- Beacon Financial Advisory first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2025 and has held it in 4 quarters since.
- 16 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q3 2026.
Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.