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 Q2	$783K	Hold	23,318	–	–	0.39%	36
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

Other funds holding OCTM

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Capasso Planning Partners's OCTM Position: Q2 2026 in Review

Capasso Planning Partners held its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) position steady in Q2 2026 at 23,318 shares worth $783K. The position accounts for 0.39% of the portfolio, ranked #36.

Capasso Planning Partners first reported a position in OCTM in Q4 2024 and has held it in 7 quarters since. 38 funds tracked by Wall St. Rank hold OCTM as of Q2 2026.

Capasso Planning Partners held 23,318 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $783K as of Q2 2026.
Capasso Planning Partners left its FT Vest U.S. Equity Max Buffer ETF - October share count unchanged in Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - October made up 0.39% of Capasso Planning Partners's portfolio in Q2 2026, its #36 holding.
Capasso Planning Partners first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2024 and has held it in 7 quarters since.
38 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.