WIM
OCTM

WealthPlan Investment Management’s FT Vest U.S. Equity Max Buffer ETF - October OCTM Stock Holding History

WealthPlan Investment Management’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
Q1 		– Sell
-18,507
Closed -$565K – 284
2024
Q4 		$565K Buy
+18,507
New +$565K 0.06% 157

Other funds holding OCTM

MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
NWMG
Nicholson Wealth Management Group Charlestown, South Carolina $170M AUM 10.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

WealthPlan Investment Management's OCTM Position: Q1 2025 in Review

WealthPlan Investment Management sold out of FT Vest U.S. Equity Max Buffer ETF - October (OCTM) in Q1 2025, closing a stake of 18,507 shares — an estimated $565K sold.

WealthPlan Investment Management first reported a position in OCTM in Q4 2024 and held it in 1 quarter. The position peaked at $565K in Q4 2024. 30 funds tracked by Wall St. Rank hold OCTM as of Q1 2025.

  • WealthPlan Investment Management reported no remaining FT Vest U.S. Equity Max Buffer ETF - October position as of Q1 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 18,507 FT Vest U.S. Equity Max Buffer ETF - October shares in Q1 2025, an estimated $565K.
  • WealthPlan Investment Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2024 and held it in 1 quarter.
  • WealthPlan Investment Management's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $565K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q1 2025.

Based on WealthPlan Investment Management's 13F filing for Q1 2025, filed 12 May 2025.