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Financial Gravity Asset Management’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-2,700
Closed -$88.4K – 1853
2024
Q1 		$88.4K Buy
2,700
+1,000
+59% +$32.9K 0.01% 297
2023
Q4 		$55K Buy
+1,700
New +$53.5K ﹤0.01% 579

Other funds holding GOCT

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Financial Gravity Asset Management's GOCT Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of FT Vest US Equity Moderate Buffer ETF October (GOCT) in Q2 2024, closing a stake of 2,700 shares — an estimated $88.4K sold.

Financial Gravity Asset Management first reported a position in GOCT in Q4 2023 and held it in 2 quarters. The position peaked at $88.4K in Q1 2024. 48 funds tracked by Wall St. Rank hold GOCT as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining FT Vest US Equity Moderate Buffer ETF October position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 2,700 FT Vest US Equity Moderate Buffer ETF October shares in Q2 2024, an estimated $88.4K.
  • Financial Gravity Asset Management first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's FT Vest US Equity Moderate Buffer ETF October position peaked at $88.4K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.