Gerber Kawasaki Wealth & Investment Management’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$378K	Sell	7,225 -245	-3%	-$12.5K	0.01%	272
2026 Q1	$356K	Sell	7,470 -1,095	-13%	-$53.6K	0.01%	259
2025 Q4	$420K	Buy	8,565 +1,120	+15%	+$54.2K	0.01%	245
2025 Q3	$354K	Sell	7,445 -110	-1%	-$5.06K	0.01%	254
2025 Q2	$338K	Hold	7,555	–	–	0.01%	242
2025 Q1	$314K	Hold	7,555	–	–	0.01%	235
2024 Q4	$322K	Sell	7,555 -815	-10%	-$34.8K	0.01%	225
2024 Q3	$354K	Hold	8,370	–	–	0.02%	214
2024 Q2	$348K	Buy	8,370 +725	+9%	+$29.6K	0.02%	205
2024 Q1	$310K	Sell	7,645 -725	-9%	-$28.8K	0.02%	222
2023 Q4	$326K	Buy	+8,370	New	+$313K	0.02%	198

Other funds holding FOCT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's FOCT Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its FT Vest US Equity Buffer ETF October (FOCT) stake by 3.3% in Q2 2026, selling an estimated $12.5K and leaving 7,225 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #272.

Gerber Kawasaki Wealth & Investment Management first reported a position in FOCT in Q4 2023 and has held it in 11 quarters since. The position peaked at $420K in Q4 2025. 86 funds tracked by Wall St. Rank hold FOCT as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 7,225 shares of FT Vest US Equity Buffer ETF October worth $378K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 245 FT Vest US Equity Buffer ETF October shares in Q2 2026, an estimated $12.5K.
FT Vest US Equity Buffer ETF October made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #272 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in FT Vest US Equity Buffer ETF October in Q4 2023 and has held it in 11 quarters since.
Gerber Kawasaki Wealth & Investment Management's FT Vest US Equity Buffer ETF October position peaked at $420K in Q4 2025.
86 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.