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 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

MFS

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

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return

LVZ Inc's OCTM Position: Q2 2026 in Review

LVZ Inc increased its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) stake by 12% in Q2 2026, buying an estimated $102K and bringing the position to 29,688 shares worth $998K. The position accounts for 0.1% of the portfolio, ranked #68.

LVZ Inc first reported a position in OCTM in Q4 2024 and has held it in 7 quarters since. 20 funds tracked by Wall St. Rank hold OCTM as of Q2 2026.

LVZ Inc held 29,688 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $998K as of Q2 2026.
LVZ Inc bought 3,074 FT Vest U.S. Equity Max Buffer ETF - October shares in Q2 2026, an estimated $102K.
FT Vest U.S. Equity Max Buffer ETF - October made up 0.1% of LVZ Inc's portfolio in Q2 2026, its #68 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 7 quarters since.
20 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.