CW
OCTM

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

CreativeOne 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
2025
Q1 		– Sell
-15,750
Closed -$481K – 1160
2024
Q4 		$481K Buy
+15,750
New +$480K 0.01% 704

Other funds holding OCTM

MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LI
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

CreativeOne Wealth's OCTM Position: Q1 2025 in Review

CreativeOne Wealth sold out of FT Vest U.S. Equity Max Buffer ETF - October (OCTM) in Q1 2025, closing a stake of 15,750 shares — an estimated $481K sold.

CreativeOne Wealth first reported a position in OCTM in Q4 2024 and held it in 1 quarter. The position peaked at $481K in Q4 2024. 30 funds tracked by Wall St. Rank hold OCTM as of Q1 2025.

  • CreativeOne Wealth reported no remaining FT Vest U.S. Equity Max Buffer ETF - October position as of Q1 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 15,750 FT Vest U.S. Equity Max Buffer ETF - October shares in Q1 2025, an estimated $481K.
  • CreativeOne Wealth first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2024 and held it in 1 quarter.
  • CreativeOne Wealth's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $481K 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 CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.