Evolution Wealth Management’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Evolution Wealth Management’s Portfolio FOCT Stock Details FOCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$57.3K	Hold	1,095	–	–	0.03%	291
2026 Q1	$52.2K	Hold	1,095	–	–	0.04%	264
2025 Q4	$53.6K	Hold	1,095	–	–	0.04%	236
2025 Q3	$52K	Hold	1,095	–	–	0.05%	199
2025 Q2	$49K	Buy	+1,095	New	+$46.2K	0.06%	183

Other funds holding FOCT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Evolution Wealth Management's FOCT Position: Q2 2026 in Review

Evolution Wealth Management held its FT Vest US Equity Buffer ETF October (FOCT) position steady in Q2 2026 at 1,095 shares worth $57.3K. The position accounts for 0.03% of the portfolio, ranked #291.

Evolution Wealth Management first reported a position in FOCT in Q2 2025 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold FOCT as of Q2 2026.

Evolution Wealth Management held 1,095 shares of FT Vest US Equity Buffer ETF October worth $57.3K as of Q2 2026.
Evolution Wealth Management left its FT Vest US Equity Buffer ETF October share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF October made up 0.03% of Evolution Wealth Management's portfolio in Q2 2026, its #291 holding.
Evolution Wealth Management first reported a position in FT Vest US Equity Buffer ETF October in Q2 2025 and has held it in 5 quarters since.
143 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.