Precedent Wealth Partners’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
– Sell
-7,554
Closed -$254K – 237
2026
Q2
$254K Buy
+7,554
New +$252K 0.04% 186

Other funds holding OCTM

Precedent Wealth Partners's OCTM Position: Q3 2026 in Review

Precedent Wealth Partners sold out of FT Vest U.S. Equity Max Buffer ETF - October (OCTM) in Q3 2026, closing a stake of 7,554 shares — an estimated $254K sold.

Precedent Wealth Partners first reported a position in OCTM in Q2 2026 and held it in 1 quarter. The position peaked at $254K in Q2 2026. 16 funds tracked by Wall St. Rank hold OCTM as of Q3 2026.

  • Precedent Wealth Partners reported no remaining FT Vest U.S. Equity Max Buffer ETF - October position as of Q3 2026 after selling out during the quarter.
  • Precedent Wealth Partners sold 7,554 FT Vest U.S. Equity Max Buffer ETF - October shares in Q3 2026, an estimated $254K.
  • Precedent Wealth Partners first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q2 2026 and held it in 1 quarter.
  • Precedent Wealth Partners's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $254K 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 Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.