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 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

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beacon Financial Advisory's GOCT Position: Q1 2026 in Review

Beacon Financial Advisory reduced its FT Vest US Equity Moderate Buffer ETF October (GOCT) stake by 12% in Q1 2026, selling an estimated $59K and leaving 10,540 shares worth $407K. The position accounts for 0.09% of the portfolio, ranked #260.

Beacon Financial Advisory first reported a position in GOCT in Q4 2023 and has held it in 10 quarters since. The position peaked at $519K in Q3 2025. 106 funds tracked by Wall St. Rank hold GOCT as of Q1 2026.

Beacon Financial Advisory held 10,540 shares of FT Vest US Equity Moderate Buffer ETF October worth $407K as of Q1 2026.
Beacon Financial Advisory sold 1,500 FT Vest US Equity Moderate Buffer ETF October shares in Q1 2026, an estimated $59K.
FT Vest US Equity Moderate Buffer ETF October made up 0.09% of Beacon Financial Advisory's portfolio in Q1 2026, its #260 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 10 quarters since.
Beacon Financial Advisory's FT Vest US Equity Moderate Buffer ETF October position peaked at $519K in Q3 2025.
106 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.