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

Evolution Wealth Management’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	$119K	Sell	3,529 -3	-0.1%	-$100	0.07%	179
2026 Q1	$115K	Sell	3,532 -3	-0.1%	-$98	0.08%	160
2025 Q4	$115K	Hold	3,535	–	–	0.1%	153
2025 Q3	$114K	Sell	3,535 -17	-0.5%	-$541	0.12%	137
2025 Q2	$112K	Buy	+3,552	New	+$109K	0.14%	112

Other funds holding OCTM

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

MFS

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

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Evolution Wealth Management's OCTM Position: Q2 2026 in Review

Evolution Wealth Management reduced its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) stake by 0.08% in Q2 2026, selling an estimated $100 and leaving 3,529 shares worth $119K. The position accounts for 0.07% of the portfolio, ranked #179.

Evolution Wealth Management first reported a position in OCTM in Q2 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold OCTM as of Q2 2026.

Evolution Wealth Management held 3,529 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $119K as of Q2 2026.
Evolution Wealth Management sold 3 FT Vest U.S. Equity Max Buffer ETF - October shares in Q2 2026, an estimated $100.
FT Vest U.S. Equity Max Buffer ETF - October made up 0.07% of Evolution Wealth Management's portfolio in Q2 2026, its #179 holding.
Evolution Wealth Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q2 2025 and has held it in 5 quarters since.
6 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.