Cypress Financial Planning’s PGIM US Large-Cap Buffer 12 ETF - October OCTP Stock Holding History

Cypress Financial Planning’s Portfolio OCTP Stock Details OCTP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$292K	Buy	+8,696	New	+$286K	0.08%	80

Other funds holding OCTP

Castellan Group Louisville, Kentucky $859M AUM 23.72% 1-Year Est. Return

Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Cypress Financial Planning's OCTP Position: Q3 2026 in Review

Cypress Financial Planning opened a new position in PGIM US Large-Cap Buffer 12 ETF - October (OCTP) in Q3 2026: 8,696 shares worth $292K. The stake represents 0.08% of the portfolio and ranks #80 among its holdings.

10 funds tracked by Wall St. Rank hold OCTP as of Q3 2026.

Cypress Financial Planning held 8,696 shares of PGIM US Large-Cap Buffer 12 ETF - October worth $292K as of Q3 2026.
PGIM US Large-Cap Buffer 12 ETF - October was a new Cypress Financial Planning position in Q3 2026.
PGIM US Large-Cap Buffer 12 ETF - October made up 0.08% of Cypress Financial Planning's portfolio in Q3 2026, its #80 holding.
10 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF - October as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.