Beacon Financial Advisory
XOCT icon

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
Q3 		$393K Hold
9,730
– – 0.07% 296
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

Financial Guidance Group
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Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Seven Hills Financial
Seven Hills Financial Tallahassee, Florida $166M AUM
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PFS Partners
PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

Beacon Financial Advisory's XOCT Position: Q3 2026 in Review

Beacon Financial Advisory held its FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) position steady in Q3 2026 at 9,730 shares worth $393K. The position accounts for 0.07% of the portfolio, ranked #296.

Beacon Financial Advisory first reported a position in XOCT in Q4 2025 and has held it in 4 quarters since. The position peaked at $399K in Q4 2025. 27 funds tracked by Wall St. Rank hold XOCT as of Q3 2026.

  • Beacon Financial Advisory held 9,730 shares of FT Vest US Equity Enhance & Moderate Buffer ETF October worth $393K as of Q3 2026.
  • Beacon Financial Advisory left its FT Vest US Equity Enhance & Moderate Buffer ETF October share count unchanged in Q3 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF October made up 0.07% of Beacon Financial Advisory's portfolio in Q3 2026, its #296 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 4 quarters since.
  • Beacon Financial Advisory's FT Vest US Equity Enhance & Moderate Buffer ETF October position peaked at $399K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF October as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.