CW
XOCT icon

CreativeOne Wealth’s FT Vest US Equity Enhance & Moderate Buffer ETF October XOCT Stock Holding History

CreativeOne Wealth’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 		$568K Buy
+14,375
New +$559K 0.01% 756
2025
Q3 		– Sell
-23,161
Closed -$828K – 1226
2025
Q2 		$828K Buy
+23,161
New +$793K 0.02% 595
2024
Q3 		– Sell
-33,298
Closed -$1.11M – 988
2024
Q2 		$1.11M Buy
+33,298
New +$1.1M 0.06% 305

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

CreativeOne Wealth's XOCT Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) in Q2 2026: 14,375 shares worth $568K. The stake represents 0.01% of the portfolio and ranks #756 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in XOCT as recently as Q2 2025.

CreativeOne Wealth first reported a position in XOCT in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.11M in Q2 2024. 44 funds tracked by Wall St. Rank hold XOCT as of Q2 2026.

  • CreativeOne Wealth held 14,375 shares of FT Vest US Equity Enhance & Moderate Buffer ETF October worth $568K as of Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF October was a new CreativeOne Wealth position in Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF October made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #756 holding.
  • CreativeOne Wealth first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF October in Q2 2024 and has held it in 3 quarters since.
  • CreativeOne Wealth's FT Vest US Equity Enhance & Moderate Buffer ETF October position peaked at $1.11M in Q2 2024.
  • 44 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF October as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.