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

Financial Gravity Asset Management’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
2024
Q2 		– Sell
-2,000
Closed -$64.8K – 2467
2024
Q1 		$64.8K Buy
2,000
+1,000
+100% +$32.4K 0.01% 338
2023
Q4 		$32K Buy
+1,000
New +$31.3K ﹤0.01% 629

Other funds holding XOCT

OS
Objectivity Squared Charleston, South Carolina $159M AUM 22.15% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

Financial Gravity Asset Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) in Q2 2024, closing a stake of 2,000 shares — an estimated $64.8K sold.

Financial Gravity Asset Management first reported a position in XOCT in Q4 2023 and held it in 2 quarters. The position peaked at $64.8K in Q1 2024. 23 funds tracked by Wall St. Rank hold XOCT as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF October position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 2,000 FT Vest US Equity Enhance & Moderate Buffer ETF October shares in Q2 2024, an estimated $64.8K.
  • Financial Gravity Asset Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF October in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's FT Vest US Equity Enhance & Moderate Buffer ETF October position peaked at $64.8K in Q1 2024.
  • 23 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF October as of Q2 2024.

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