BAM Wealth Management’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

BAM Wealth Management’s Portfolio FOCT Stock Details FOCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-91,964	Closed	-$4.38M	–	176
2026 Q1	$4.38M	Sell	91,964 -12,536	-12%	-$614K	3.28%	7
2025 Q4	$5.12M	Buy	+104,500	New	+$5.05M	3.7%	4

Other funds holding FOCT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

KAS

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

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

BAM Wealth Management's FOCT Position: Q2 2026 in Review

BAM Wealth Management sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q2 2026, closing a stake of 91,964 shares — an estimated $4.38M sold.

BAM Wealth Management first reported a position in FOCT in Q4 2025 and held it in 2 quarters. The position peaked at $5.12M in Q4 2025. 78 funds tracked by Wall St. Rank hold FOCT as of Q2 2026.

BAM Wealth Management reported no remaining FT Vest US Equity Buffer ETF October position as of Q2 2026 after selling out during the quarter.
BAM Wealth Management sold 91,964 FT Vest US Equity Buffer ETF October shares in Q2 2026, an estimated $4.38M.
BAM Wealth Management first reported a position in FT Vest US Equity Buffer ETF October in Q4 2025 and held it in 2 quarters.
BAM Wealth Management's FT Vest US Equity Buffer ETF October position peaked at $5.12M in Q4 2025.
78 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.