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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-23,220
Closed -$708K – 260
2024
Q4 		$708K Buy
+23,220
New +$708K 0.1% 140