WIM
OCTP

WealthPlan Investment Management’s PGIM US Large-Cap Buffer 12 ETF - October OCTP Stock Holding History

WealthPlan Investment Management’s Portfolio OCTP Stock Details OCTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-296,358
Closed -$8.34M – 369
2025
Q2 		$8.34M Buy
+296,358
New +$7.89M 0.61% 60

Other funds holding OCTP

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

WealthPlan Investment Management's OCTP Position: Q3 2025 in Review

WealthPlan Investment Management sold out of PGIM US Large-Cap Buffer 12 ETF - October (OCTP) in Q3 2025, closing a stake of 296,358 shares — an estimated $8.34M sold.

WealthPlan Investment Management first reported a position in OCTP in Q2 2025 and held it in 1 quarter. The position peaked at $8.34M in Q2 2025. 8 funds tracked by Wall St. Rank hold OCTP as of Q3 2025.

  • WealthPlan Investment Management reported no remaining PGIM US Large-Cap Buffer 12 ETF - October position as of Q3 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 296,358 PGIM US Large-Cap Buffer 12 ETF - October shares in Q3 2025, an estimated $8.34M.
  • WealthPlan Investment Management first reported a position in PGIM US Large-Cap Buffer 12 ETF - October in Q2 2025 and held it in 1 quarter.
  • WealthPlan Investment Management's PGIM US Large-Cap Buffer 12 ETF - October position peaked at $8.34M in Q2 2025.
  • 8 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF - October as of Q3 2025.

Based on WealthPlan Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.