CFS
OCTM

Commonwealth Financial Services’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

Commonwealth Financial Services’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
2025
Q3 		– Sell
-6,504
Closed -$204K – 241
2025
Q2 		$204K Buy
+6,504
New +$200K 0.04% 203

Other funds holding OCTM

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Financial Services's OCTM Position: Q3 2025 in Review

Commonwealth Financial Services sold out of FT Vest U.S. Equity Max Buffer ETF - October (OCTM) in Q3 2025, closing a stake of 6,504 shares — an estimated $204K sold.

Commonwealth Financial Services first reported a position in OCTM in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 34 funds tracked by Wall St. Rank hold OCTM as of Q3 2025.

  • Commonwealth Financial Services reported no remaining FT Vest U.S. Equity Max Buffer ETF - October position as of Q3 2025 after selling out during the quarter.
  • Commonwealth Financial Services sold 6,504 FT Vest U.S. Equity Max Buffer ETF - October shares in Q3 2025, an estimated $204K.
  • Commonwealth Financial Services first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q2 2025 and held it in 1 quarter.
  • Commonwealth Financial Services's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $204K in Q2 2025.
  • 34 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q3 2025.

Based on Commonwealth Financial Services's 13F filing for Q3 2025, filed 21 Oct 2025.