CAPTRUST Financial Advisors’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

CAPTRUST Financial Advisors’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	$1.31M	Hold	31,506	–	–	﹤0.01%	1586
2026 Q1	$1.22M	Sell	31,506 -4,488	-12%	-$177K	﹤0.01%	1492
2025 Q4	$1.41M	Hold	35,994	–	–	﹤0.01%	1285
2025 Q3	$1.38M	Hold	35,994	–	–	﹤0.01%	1241
2025 Q2	$1.32M	Hold	35,994	–	–	﹤0.01%	1196
2025 Q1	$1.24M	Sell	35,994 -953	-3%	-$33.5K	﹤0.01%	1155
2024 Q4	$1.29M	Hold	36,947	–	–	﹤0.01%	1097
2024 Q3	$1.28M	Sell	36,947 -15	-0%	-$515	﹤0.01%	1046
2024 Q2	$1.26M	Hold	36,962	–	–	﹤0.01%	1029
2024 Q1	$1.24M	Hold	36,962	–	–	﹤0.01%	1014
2023 Q4	$1.2M	Buy	+36,962	New	+$1.16M	﹤0.01%	1168

Other funds holding GOCT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors's GOCT Position: Q2 2026 in Review

CAPTRUST Financial Advisors held its FT Vest US Equity Moderate Buffer ETF October (GOCT) position steady in Q2 2026 at 31,506 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

CAPTRUST Financial Advisors first reported a position in GOCT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.41M in Q4 2025. 107 funds tracked by Wall St. Rank hold GOCT as of Q2 2026.

CAPTRUST Financial Advisors held 31,506 shares of FT Vest US Equity Moderate Buffer ETF October worth $1.31M as of Q2 2026.
CAPTRUST Financial Advisors 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 ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1586 holding.
CAPTRUST Financial Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2023 and has held it in 11 quarters since.
CAPTRUST Financial Advisors's FT Vest US Equity Moderate Buffer ETF October position peaked at $1.41M in Q4 2025.
107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.