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

EPG Wealth 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
2025
Q2 		– Sell
-18,600
Closed -$639K – 370
2025
Q1 		$639K Sell
18,600
-1,500
-7% -$52.7K 0.18% 142
2024
Q4 		$703K Buy
20,100
+1,000
+5% +$35K 0.19% 137
2024
Q3 		$662K Buy
+19,100
New +$656K 0.17% 140
2024
Q2 		– Sell
-22,450
Closed -$756K – 140
2024
Q1 		$751K Hold
22,450
– – 0.18% 139
2023
Q4 		$737K Buy
+22,450
New +$707K 0.19% 132

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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
SP
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

EPG Wealth Management's GOCT Position: Q2 2025 in Review

EPG Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF October (GOCT) in Q2 2025, closing a stake of 18,600 shares — an estimated $639K sold.

EPG Wealth Management first reported a position in GOCT in Q4 2023 and held it in 5 quarters. The position peaked at $751K in Q1 2024. 84 funds tracked by Wall St. Rank hold GOCT as of Q2 2025.

  • EPG Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF October position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 18,600 FT Vest US Equity Moderate Buffer ETF October shares in Q2 2025, an estimated $639K.
  • EPG Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2023 and held it in 5 quarters.
  • EPG Wealth Management's FT Vest US Equity Moderate Buffer ETF October position peaked at $751K in Q1 2024.
  • 84 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.