Clear Creek Financial Management’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

Clear Creek Financial Management’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	$693K	Buy	17,943 +4,065	+29%	+$160K	0.05%	320
2025 Q4	$545K	Buy	+13,878	New	+$540K	0.04%	362

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

Clear Creek Financial Management's GOCT Position: Q1 2026 in Review

Clear Creek Financial Management increased its FT Vest US Equity Moderate Buffer ETF October (GOCT) stake by 29% in Q1 2026, buying an estimated $160K and bringing the position to 17,943 shares worth $693K. The position accounts for 0.05% of the portfolio, ranked #320.

Clear Creek Financial Management first reported a position in GOCT in Q4 2025 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold GOCT as of Q1 2026.

Clear Creek Financial Management held 17,943 shares of FT Vest US Equity Moderate Buffer ETF October worth $693K as of Q1 2026.
Clear Creek Financial Management bought 4,065 FT Vest US Equity Moderate Buffer ETF October shares in Q1 2026, an estimated $160K.
FT Vest US Equity Moderate Buffer ETF October made up 0.05% of Clear Creek Financial Management's portfolio in Q1 2026, its #320 holding.
Clear Creek Financial Management first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2025 and has held it in 2 quarters since.
106 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.