Precedent Wealth Partners’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

Precedent Wealth Partners’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	$254K	Buy	+7,554	New	+$252K	0.04%	186

Other funds holding OCTM

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

MFS

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Precedent Wealth Partners's OCTM Position: Q2 2026 in Review

Precedent Wealth Partners opened a new position in FT Vest U.S. Equity Max Buffer ETF - October (OCTM) in Q2 2026: 7,554 shares worth $254K. The stake represents 0.04% of the portfolio and ranks #186 among its holdings.

6 funds tracked by Wall St. Rank hold OCTM as of Q2 2026.

Precedent Wealth Partners held 7,554 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $254K as of Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - October was a new Precedent Wealth Partners position in Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - October made up 0.04% of Precedent Wealth Partners's portfolio in Q2 2026, its #186 holding.
6 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.