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

Evergreen Wealth Solutions’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 		$309K Buy
+7,999
New +$315K 0.02% 325

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 $1.36B AUM 13.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Evergreen Wealth Solutions's GOCT Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in FT Vest US Equity Moderate Buffer ETF October (GOCT) in Q1 2026: 7,999 shares worth $309K. The stake represents 0.02% of the portfolio and ranks #325 among its holdings.

106 funds tracked by Wall St. Rank hold GOCT as of Q1 2026.

  • Evergreen Wealth Solutions held 7,999 shares of FT Vest US Equity Moderate Buffer ETF October worth $309K as of Q1 2026.
  • FT Vest US Equity Moderate Buffer ETF October was a new Evergreen Wealth Solutions position in Q1 2026.
  • FT Vest US Equity Moderate Buffer ETF October made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #325 holding.
  • 106 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q1 2026.

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