WealthGarden F.S.’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

WealthGarden F.S.’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	$318K	Sell	9,465 -9	-0.1%	-$300	0.18%	132
2026 Q1	$308K	Hold	9,474	–	–	0.21%	123
2025 Q4	$311K	Sell	9,474 -215	-2%	-$6.97K	0.2%	118
2025 Q3	$314K	Buy	+9,689	New	+$308K	0.22%	113

Other funds holding OCTM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

MFS

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

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

WealthGarden F.S.'s OCTM Position: Q2 2026 in Review

WealthGarden F.S. reduced its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) stake by 0.09% in Q2 2026, selling an estimated $300 and leaving 9,465 shares worth $318K. The position accounts for 0.18% of the portfolio, ranked #132.

WealthGarden F.S. first reported a position in OCTM in Q3 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold OCTM as of Q2 2026.

WealthGarden F.S. held 9,465 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $318K as of Q2 2026.
WealthGarden F.S. sold 9 FT Vest U.S. Equity Max Buffer ETF - October shares in Q2 2026, an estimated $300.
FT Vest U.S. Equity Max Buffer ETF - October made up 0.18% of WealthGarden F.S.'s portfolio in Q2 2026, its #132 holding.
WealthGarden F.S. first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q3 2025 and has held it in 4 quarters since.
20 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.