LVZ Inc’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

LVZ Inc’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 Q3	$904K	Sell	26,429 -3,259	-11%	-$111K	0.09%	71
2026 Q2	$998K	Buy	29,688 +3,074	+12%	+$102K	0.1%	68
2026 Q1	$866K	Hold	26,614	–	–	0.1%	63
2025 Q4	$869K	Sell	26,614 -2,300	-8%	-$74.6K	0.1%	66
2025 Q3	$930K	Hold	28,914	–	–	0.11%	61
2025 Q2	$909K	Hold	28,914	–	–	0.11%	57
2025 Q1	$878K	Hold	28,914	–	–	0.12%	55
2024 Q4	$882K	Buy	+28,914	New	+$882K	0.11%	50

Other funds holding OCTM

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

BostonPremier Wealth Hanover, Massachusetts $245M AUM 21.45% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return

LVZ Inc's OCTM Position: Q3 2026 in Review

LVZ Inc reduced its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) stake by 11% in Q3 2026, selling an estimated $111K and leaving 26,429 shares worth $904K. The position accounts for 0.09% of the portfolio, ranked #71.

LVZ Inc first reported a position in OCTM in Q4 2024 and has held it in 8 quarters since. The position peaked at $998K in Q2 2026. 16 funds tracked by Wall St. Rank hold OCTM as of Q3 2026.

LVZ Inc held 26,429 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $904K as of Q3 2026.
LVZ Inc sold 3,259 FT Vest U.S. Equity Max Buffer ETF - October shares in Q3 2026, an estimated $111K.
FT Vest U.S. Equity Max Buffer ETF - October made up 0.09% of LVZ Inc's portfolio in Q3 2026, its #71 holding.
LVZ Inc first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2024 and has held it in 8 quarters since.
LVZ Inc's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $998K in Q2 2026.
16 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.