Coppell Advisory Solutions’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-4,043	Closed	-$124K	–	1967
2024 Q4	$124K	Buy	+4,043	New	+$123K	0.02%	378

Other funds holding OCTM

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KAS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

NWMG

Nicholson Wealth Management Group Charlestown, South Carolina $170M AUM 10.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPP

Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Coppell Advisory Solutions's OCTM Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of FT Vest U.S. Equity Max Buffer ETF - October (OCTM) in Q1 2025, closing a stake of 4,043 shares — an estimated $124K sold.

Coppell Advisory Solutions first reported a position in OCTM in Q4 2024 and held it in 1 quarter. The position peaked at $124K in Q4 2024. 30 funds tracked by Wall St. Rank hold OCTM as of Q1 2025.

Coppell Advisory Solutions reported no remaining FT Vest U.S. Equity Max Buffer ETF - October position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 4,043 FT Vest U.S. Equity Max Buffer ETF - October shares in Q1 2025, an estimated $124K.
Coppell Advisory Solutions first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2024 and held it in 1 quarter.
Coppell Advisory Solutions's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $124K in Q4 2024.
30 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.