SWGC
OCTM

Summit Wealth Group (Colorado)’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-1,990
Closed -$595K – 504
2025
Q3 		$595K Buy
+1,990
New +$63.3K 0.09% 124

Other funds holding OCTM

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return

Summit Wealth Group (Colorado)'s OCTM Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of FT Vest U.S. Equity Max Buffer ETF - October (OCTM) in Q4 2025, closing a stake of 1,990 shares — an estimated $595K sold.

Summit Wealth Group (Colorado) first reported a position in OCTM in Q3 2025 and held it in 1 quarter. The position peaked at $595K in Q3 2025. 42 funds tracked by Wall St. Rank hold OCTM as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining FT Vest U.S. Equity Max Buffer ETF - October position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,990 FT Vest U.S. Equity Max Buffer ETF - October shares in Q4 2025, an estimated $595K.
  • Summit Wealth Group (Colorado) first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s FT Vest U.S. Equity Max Buffer ETF - October position peaked at $595K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.