GFG
OCTM

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

Grantvest Financial Group’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
Q2 		– Sell
-7,350
Closed -$223K – 142
2025
Q1 		$223K Sell
7,350
-507
-6% -$15.5K 0.18% 120
2024
Q4 		$240K Buy
+7,857
New +$240K 0.27% 104

Other funds holding OCTM

MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
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
NWMG
Nicholson Wealth Management Group Charlestown, South Carolina $170M AUM 10.45% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

Grantvest Financial Group's OCTM Position: Q2 2025 in Review

Grantvest Financial Group sold out of FT Vest U.S. Equity Max Buffer ETF - October (OCTM) in Q2 2025, closing a stake of 7,350 shares — an estimated $223K sold.

Grantvest Financial Group first reported a position in OCTM in Q4 2024 and held it in 2 quarters. The position peaked at $240K in Q4 2024. 33 funds tracked by Wall St. Rank hold OCTM as of Q2 2025.

  • Grantvest Financial Group reported no remaining FT Vest U.S. Equity Max Buffer ETF - October position as of Q2 2025 after selling out during the quarter.
  • Grantvest Financial Group sold 7,350 FT Vest U.S. Equity Max Buffer ETF - October shares in Q2 2025, an estimated $223K.
  • Grantvest Financial Group first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2024 and held it in 2 quarters.
  • Grantvest Financial Group's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $240K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q2 2025.

Based on Grantvest Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.