NWMG
OCTM

Nicholson Wealth Management Group’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

Nicholson Wealth Management Group’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
2025
Q3 		– Sell
-23,326
Closed -$733K – 112
2025
Q2 		$733K Sell
23,326
-860
-4% -$26.4K 0.45% 80
2025
Q1 		$734K Hold
24,186
– – 0.48% 79
2024
Q4 		$738K Buy
+24,186
New +$738K 0.49% 79

Other funds holding OCTM

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Nicholson Wealth Management Group's OCTM Position: Q3 2025 in Review

Nicholson Wealth Management Group sold out of FT Vest U.S. Equity Max Buffer ETF - October (OCTM) in Q3 2025, closing a stake of 23,326 shares — an estimated $733K sold.

Nicholson Wealth Management Group first reported a position in OCTM in Q4 2024 and held it in 3 quarters. The position peaked at $738K in Q4 2024. 34 funds tracked by Wall St. Rank hold OCTM as of Q3 2025.

  • Nicholson Wealth Management Group reported no remaining FT Vest U.S. Equity Max Buffer ETF - October position as of Q3 2025 after selling out during the quarter.
  • Nicholson Wealth Management Group sold 23,326 FT Vest U.S. Equity Max Buffer ETF - October shares in Q3 2025, an estimated $733K.
  • Nicholson Wealth Management Group first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2024 and held it in 3 quarters.
  • Nicholson Wealth Management Group's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $738K in Q4 2024.
  • 34 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q3 2025.

Based on Nicholson Wealth Management Group's 13F filing for Q3 2025, filed 4 Nov 2025.