Beacon Financial Advisory’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

Beacon Financial Advisory’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	$438K	Hold	10,540	–	–	0.09%	268
2026 Q1	$407K	Sell	10,540 -1,500	-12%	-$59K	0.09%	260
2025 Q4	$473K	Sell	12,040 -1,500	-11%	-$58.3K	0.11%	225
2025 Q3	$519K	Hold	13,540	–	–	0.12%	205
2025 Q2	$495K	Hold	13,540	–	–	0.13%	203
2025 Q1	$465K	Hold	13,540	–	–	0.14%	175
2024 Q4	$474K	Hold	13,540	–	–	0.15%	169
2024 Q3	$470K	Hold	13,540	–	–	0.16%	164
2024 Q2	$462K	Hold	13,540	–	–	0.17%	155
2024 Q1	$453K	Hold	13,540	–	–	0.22%	128
2023 Q4	$438K	Buy	+13,540	New	+$426K	0.21%	136

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

Beacon Financial Advisory's GOCT Position: Q2 2026 in Review

Beacon Financial Advisory held its FT Vest US Equity Moderate Buffer ETF October (GOCT) position steady in Q2 2026 at 10,540 shares worth $438K. The position accounts for 0.09% of the portfolio, ranked #268.

Beacon Financial Advisory first reported a position in GOCT in Q4 2023 and has held it in 11 quarters since. The position peaked at $519K in Q3 2025. 107 funds tracked by Wall St. Rank hold GOCT as of Q2 2026.

Beacon Financial Advisory held 10,540 shares of FT Vest US Equity Moderate Buffer ETF October worth $438K as of Q2 2026.
Beacon Financial Advisory left its FT Vest US Equity Moderate Buffer ETF October share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF October made up 0.09% of Beacon Financial Advisory's portfolio in Q2 2026, its #268 holding.
Beacon Financial Advisory first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2023 and has held it in 11 quarters since.
Beacon Financial Advisory's FT Vest US Equity Moderate Buffer ETF October position peaked at $519K in Q3 2025.
107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.