CPP
OCTM

Capasso Planning Partners’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

Capasso Planning Partners’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 		$759K Buy
23,318
+1,265
+6% +$41.4K 0.41% 33
2025
Q4 		$720K Buy
22,053
+663
+3% +$21.5K 0.39% 33
2025
Q3 		$688K Hold
21,390
– – 0.42% 35
2025
Q2 		$672K Hold
21,390
– – 0.38% 44
2025
Q1 		$649K Hold
21,390
– – 0.27% 60
2024
Q4 		$653K Buy
+21,390
New +$652K 0.26% 59

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KAS
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HI
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AWM
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LI
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Cambridge Investment Research Advisors
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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
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
MFS
Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return