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

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