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HBK Sorce Advisory’s FT Vest US Equity Enhance & Moderate Buffer ETF October XOCT Stock Holding History

HBK Sorce Advisory’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
2026
Q1 		$343K Hold
8,772
– – 0.01% 460
2025
Q4 		$333K Hold
8,772
– – 0.01% 455
2025
Q3 		$324K Hold
8,772
– – 0.01% 457
2025
Q2 		$314K Hold
8,772
– – 0.01% 448
2025
Q1 		$297K Hold
8,772
– – 0.01% 453
2024
Q4 		$300K Hold
8,772
– – 0.01% 456
2024
Q3 		$297K Hold
8,772
– – 0.01% 456
2024
Q2 		$293K Sell
8,772
-577
-6% -$19.1K 0.01% 445
2024
Q1 		$307K Hold
9,349
– – 0.01% 445
2023
Q4 		$299K Buy
+9,349
New +$292K 0.01% 422

Other funds holding XOCT

BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

HBK Sorce Advisory's XOCT Position: Q1 2026 in Review

HBK Sorce Advisory held its FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) position steady in Q1 2026 at 8,772 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #460.

HBK Sorce Advisory first reported a position in XOCT in Q4 2023 and has held it in 10 quarters since. 36 funds tracked by Wall St. Rank hold XOCT as of Q1 2026.

  • HBK Sorce Advisory held 8,772 shares of FT Vest US Equity Enhance & Moderate Buffer ETF October worth $343K as of Q1 2026.
  • HBK Sorce Advisory left its FT Vest US Equity Enhance & Moderate Buffer ETF October share count unchanged in Q1 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF October made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #460 holding.
  • HBK Sorce Advisory first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF October in Q4 2023 and has held it in 10 quarters since.
  • 36 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF October as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.