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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
-1,000
Closed -$32K – 1810
2024
Q1 		$32K Hold
1,000
– – 0.01% 313
2023
Q4 		$32K Buy
+1,000
New +$31.3K 0.01% 317

Other funds holding XOCT

OS
Objectivity Squared Charleston, South Carolina $178M AUM 31.14% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 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 1,000 shares — an estimated $32K sold.

Financial Gravity Asset Management first reported a position in XOCT in Q4 2023 and held it in 2 quarters. The position peaked at $32K 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 1,000 FT Vest US Equity Enhance & Moderate Buffer ETF October shares in Q2 2024, an estimated $32K.
  • 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 $32K 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.