CreativeOne Wealth’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

CreativeOne Wealth’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	$1.01M	Sell	26,125 -500	-2%	-$19.7K	0.02%	580
2025 Q4	$1.05M	Buy	26,625 +2,310	+10%	+$89.8K	0.03%	536
2025 Q3	$932K	Sell	24,315 -128	-0.5%	-$4.79K	0.02%	574
2025 Q2	$894K	Sell	24,443 -3,660	-13%	-$128K	0.02%	566
2025 Q1	$965K	Hold	28,103	–	–	0.03%	490
2024 Q4	$983K	Buy	28,103 +21,294	+313%	+$745K	0.03%	475
2024 Q3	$236K	Sell	6,809 -25,806	-79%	-$887K	0.01%	850
2024 Q2	$1.11M	Buy	32,615 +1,184	+4%	+$39.9K	0.06%	304
2024 Q1	$1.05M	Buy	+31,431	New	+$1.03M	0.04%	366

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

CreativeOne Wealth's GOCT Position: Q1 2026 in Review

CreativeOne Wealth reduced its FT Vest US Equity Moderate Buffer ETF October (GOCT) stake by 1.9% in Q1 2026, selling an estimated $19.7K and leaving 26,125 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #580.

CreativeOne Wealth first reported a position in GOCT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.11M in Q2 2024. 106 funds tracked by Wall St. Rank hold GOCT as of Q1 2026.

CreativeOne Wealth held 26,125 shares of FT Vest US Equity Moderate Buffer ETF October worth $1.01M as of Q1 2026.
CreativeOne Wealth sold 500 FT Vest US Equity Moderate Buffer ETF October shares in Q1 2026, an estimated $19.7K.
FT Vest US Equity Moderate Buffer ETF October made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #580 holding.
CreativeOne Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q1 2024 and has held it in 9 quarters since.
CreativeOne Wealth's FT Vest US Equity Moderate Buffer ETF October position peaked at $1.11M in Q2 2024.
106 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.