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

BostonPremier Wealth’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 Q3	$428K	Hold	12,508	–	–	0.17%	48
2026 Q2	$420K	Hold	12,508	–	–	0.18%	45
2026 Q1	$407K	Hold	12,508	–	–	0.21%	42
2025 Q4	$408K	Hold	12,508	–	–	0.21%	41
2025 Q3	$403K	Hold	12,508	–	–	0.2%	39
2025 Q2	$393K	Hold	12,508	–	–	0.22%	32
2025 Q1	$380K	Hold	12,508	–	–	0.24%	32
2024 Q4	$382K	Buy	+12,508	New	+$382K	0.23%	33

Other funds holding OCTM

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

BostonPremier Wealth's OCTM Position: Q3 2026 in Review

BostonPremier Wealth held its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) position steady in Q3 2026 at 12,508 shares worth $428K. The position accounts for 0.17% of the portfolio, ranked #48.

BostonPremier Wealth first reported a position in OCTM in Q4 2024 and has held it in 8 quarters since. 8 funds tracked by Wall St. Rank hold OCTM as of Q3 2026.

BostonPremier Wealth held 12,508 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $428K as of Q3 2026.
BostonPremier Wealth 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 0.17% of BostonPremier Wealth's portfolio in Q3 2026, its #48 holding.
BostonPremier Wealth first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2024 and has held it in 8 quarters since.
8 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.