WP
OCTP

WealthPLAN Partners’s PGIM US Large-Cap Buffer 12 ETF - October OCTP Stock Holding History

WealthPLAN Partners’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
-85,769
Closed -$2.41M – 272
2025
Q2 		$2.41M Buy
+85,769
New +$2.28M 0.39% 81

Other funds holding OCTP

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OMC
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Jane Street
Jane Street New York $93.1B 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 $5.55B 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