Milestone Asset Management’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$209K Hold
6,119
– – 0.03% 231
2026
Q2
$206K Sell
6,119
-614
-9% -$20.4K 0.03% 256
2026
Q1
$219K Hold
6,733
– – 0.04% 223
2025
Q4
$220K Buy
+6,733
New +$218K 0.04% 203

Other funds holding OCTM

Milestone Asset Management's OCTM Position: Q3 2026 in Review

Milestone Asset Management held its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) position steady in Q3 2026 at 6,119 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #231.

Milestone Asset Management first reported a position in OCTM in Q4 2025 and has held it in 4 quarters since. The position peaked at $220K in Q4 2025. 7 funds tracked by Wall St. Rank hold OCTM as of Q3 2026.

  • Milestone Asset Management held 6,119 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $209K as of Q3 2026.
  • Milestone Asset Management left its FT Vest U.S. Equity Max Buffer ETF - October share count unchanged in Q3 2026.
  • FT Vest U.S. Equity Max Buffer ETF - October made up 0.03% of Milestone Asset Management's portfolio in Q3 2026, its #231 holding.
  • Milestone Asset Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2025 and has held it in 4 quarters since.
  • Milestone Asset Management's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $220K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.