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

Beacon Financial Advisory’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 		$384K Hold
9,730
– – 0.08% 291
2026
Q1 		$363K Sell
9,730
-830
-8% -$31.3K 0.08% 279
2025
Q4 		$399K Buy
+10,560
New +$394K 0.09% 243

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

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

Beacon Financial Advisory held its FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) position steady in Q2 2026 at 9,730 shares worth $384K. The position accounts for 0.08% of the portfolio, ranked #291.

Beacon Financial Advisory first reported a position in XOCT in Q4 2025 and has held it in 3 quarters since. The position peaked at $399K in Q4 2025. 43 funds tracked by Wall St. Rank hold XOCT as of Q2 2026.

  • Beacon Financial Advisory held 9,730 shares of FT Vest US Equity Enhance & Moderate Buffer ETF October worth $384K as of Q2 2026.
  • Beacon Financial Advisory left its FT Vest US Equity Enhance & Moderate Buffer ETF October share count unchanged in Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF October made up 0.08% of Beacon Financial Advisory's portfolio in Q2 2026, its #291 holding.
  • Beacon Financial Advisory first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Advisory's FT Vest US Equity Enhance & Moderate Buffer ETF October position peaked at $399K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF October as of Q2 2026.

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