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AE Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF October XOCT Stock Holding History

AE Wealth Management’s Portfolio XOCT Stock Details XOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$284K Sell
7,197
-514
-7% -$20K ﹤0.01% 1519
2026
Q1 		$287K Buy
7,711
+369
+5% +$13.9K ﹤0.01% 1404
2025
Q4 		$277K Buy
7,342
+369
+5% +$13.8K ﹤0.01% 1352
2025
Q3 		$257K Buy
6,973
+870
+14% +$31.6K ﹤0.01% 1259
2025
Q2 		$218K Buy
6,103
+260
+4% +$8.9K ﹤0.01% 1269
2025
Q1 		$198K Buy
5,843
+260
+5% +$8.94K ﹤0.01% 1283
2024
Q4 		$191K Buy
+5,583
New +$191K ﹤0.01% 1285

Other funds holding XOCT

SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

AE Wealth Management's XOCT Position: Q2 2026 in Review

AE Wealth Management reduced its FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) stake by 6.7% in Q2 2026, selling an estimated $20K and leaving 7,197 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

AE Wealth Management first reported a position in XOCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $287K in Q1 2026. 43 funds tracked by Wall St. Rank hold XOCT as of Q2 2026.

  • AE Wealth Management held 7,197 shares of FT Vest US Equity Enhance & Moderate Buffer ETF October worth $284K as of Q2 2026.
  • AE Wealth Management sold 514 FT Vest US Equity Enhance & Moderate Buffer ETF October shares in Q2 2026, an estimated $20K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF October made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1519 holding.
  • AE Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF October in Q4 2024 and has held it in 7 quarters since.
  • AE Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF October position peaked at $287K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF October as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.