WP
OCTM

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

WealthPLAN Partners’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
-23,220
Closed -$708K – 260
2024
Q4 		$708K Buy
+23,220
New +$708K 0.1% 140

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 $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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 $201M AUM 18.59% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $2.07M AUM

WealthPLAN Partners's OCTM Position: Q1 2025 in Review

WealthPLAN Partners sold out of FT Vest U.S. Equity Max Buffer ETF - October (OCTM) in Q1 2025, closing a stake of 23,220 shares — an estimated $708K sold.

WealthPLAN Partners first reported a position in OCTM in Q4 2024 and held it in 1 quarter. The position peaked at $708K in Q4 2024. 30 funds tracked by Wall St. Rank hold OCTM as of Q1 2025.

  • WealthPLAN Partners reported no remaining FT Vest U.S. Equity Max Buffer ETF - October position as of Q1 2025 after selling out during the quarter.
  • WealthPLAN Partners sold 23,220 FT Vest U.S. Equity Max Buffer ETF - October shares in Q1 2025, an estimated $708K.
  • WealthPLAN Partners first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2024 and held it in 1 quarter.
  • WealthPLAN Partners's FT Vest U.S. Equity Max Buffer ETF - October position peaked at $708K 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 Partners's 13F filing for Q1 2025, filed 12 May 2025.