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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-18,507
Closed -$565K – 284
2024
Q4 		$565K Buy
+18,507
New +$565K 0.06% 157