LeClair Wealth Partners’s PGIM US Large-Cap Buffer 12 ETF - October OCTP Stock Holding History

LeClair Wealth Partners’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 Q1	$737K	Buy	+24,890	New	+$754K	0.25%	47

Other funds holding OCTP

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $289M AUM

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LeClair Wealth Partners's OCTP Position: Q1 2026 in Review

LeClair Wealth Partners opened a new position in PGIM US Large-Cap Buffer 12 ETF - October (OCTP) in Q1 2026: 24,890 shares worth $737K. The stake represents 0.25% of the portfolio and ranks #47 among its holdings.

16 funds tracked by Wall St. Rank hold OCTP as of Q1 2026.

LeClair Wealth Partners held 24,890 shares of PGIM US Large-Cap Buffer 12 ETF - October worth $737K as of Q1 2026.
PGIM US Large-Cap Buffer 12 ETF - October was a new LeClair Wealth Partners position in Q1 2026.
PGIM US Large-Cap Buffer 12 ETF - October made up 0.25% of LeClair Wealth Partners's portfolio in Q1 2026, its #47 holding.
16 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF - October as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.