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

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WealthPLAN Partners's OCTP Position: Q3 2025 in Review

WealthPLAN Partners sold out of PGIM US Large-Cap Buffer 12 ETF - October (OCTP) in Q3 2025, closing a stake of 85,769 shares — an estimated $2.41M sold.

WealthPLAN Partners first reported a position in OCTP in Q2 2025 and held it in 1 quarter. The position peaked at $2.41M in Q2 2025. 8 funds tracked by Wall St. Rank hold OCTP as of Q3 2025.

  • WealthPLAN Partners reported no remaining PGIM US Large-Cap Buffer 12 ETF - October position as of Q3 2025 after selling out during the quarter.
  • WealthPLAN Partners sold 85,769 PGIM US Large-Cap Buffer 12 ETF - October shares in Q3 2025, an estimated $2.41M.
  • WealthPLAN Partners first reported a position in PGIM US Large-Cap Buffer 12 ETF - October in Q2 2025 and held it in 1 quarter.
  • WealthPLAN Partners's PGIM US Large-Cap Buffer 12 ETF - October position peaked at $2.41M 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 Partners's 13F filing for Q3 2025, filed 27 Oct 2025.