Action Point Financial Planning’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

Action Point Financial Planning’s Portfolio GOCT Stock Details GOCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$74.8K	Buy	+1,800	New	+$73.4K	0.01%	690

Other funds holding GOCT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Action Point Financial Planning's GOCT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest US Equity Moderate Buffer ETF October (GOCT) in Q2 2026: 1,800 shares worth $74.8K. The stake represents 0.01% of the portfolio and ranks #690 among its holdings.

106 funds tracked by Wall St. Rank hold GOCT as of Q2 2026.

Action Point Financial Planning held 1,800 shares of FT Vest US Equity Moderate Buffer ETF October worth $74.8K as of Q2 2026.
FT Vest US Equity Moderate Buffer ETF October was a new Action Point Financial Planning position in Q2 2026.
FT Vest US Equity Moderate Buffer ETF October made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #690 holding.
106 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.