AWM
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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
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

BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $177M AUM 29.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return