LWP
OCTP

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
Q2 		– Sell
-24,890
Closed -$737K – 212
2026
Q1 		$737K Buy
+24,890
New +$754K 0.25% 47

Other funds holding OCTP

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
CG
Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LeClair Wealth Partners's OCTP Position: Q2 2026 in Review

LeClair Wealth Partners sold out of PGIM US Large-Cap Buffer 12 ETF - October (OCTP) in Q2 2026, closing a stake of 24,890 shares — an estimated $737K sold.

LeClair Wealth Partners first reported a position in OCTP in Q1 2026 and held it in 1 quarter. The position peaked at $737K in Q1 2026. 17 funds tracked by Wall St. Rank hold OCTP as of Q2 2026.

  • LeClair Wealth Partners reported no remaining PGIM US Large-Cap Buffer 12 ETF - October position as of Q2 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 24,890 PGIM US Large-Cap Buffer 12 ETF - October shares in Q2 2026, an estimated $737K.
  • LeClair Wealth Partners first reported a position in PGIM US Large-Cap Buffer 12 ETF - October in Q1 2026 and held it in 1 quarter.
  • LeClair Wealth Partners's PGIM US Large-Cap Buffer 12 ETF - October position peaked at $737K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF - October as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.