Holistic Planning’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

Holistic Planning’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
2026 Q2	$1.94M	Sell	46,694 -2,916	-6%	-$119K	0.3%	78
2026 Q1	$1.92M	Buy	49,610 +22	+0%	+$866	0.38%	62
2025 Q4	$1.95M	Buy	49,588 +3,723	+8%	+$145K	0.42%	49
2025 Q3	$1.76M	Sell	45,865 -1,250	-3%	-$46.8K	0.46%	43
2025 Q2	$1.72M	Sell	47,115 -1,850	-4%	-$64.5K	0.49%	40
2025 Q1	$1.68M	Sell	48,965 -2,500	-5%	-$87.9K	0.57%	34
2024 Q4	$1.8M	Sell	51,465 -230	-0.4%	-$8.05K	0.65%	34
2024 Q3	$1.79M	Sell	51,695 -4,480	-8%	-$154K	0.76%	30
2024 Q2	$1.88M	Hold	56,175	–	–	1.44%	20
2024 Q1	$1.88M	Hold	56,175	–	–	1.43%	21
2023 Q4	$1.82M	Buy	+56,175	New	+$1.77M	1.53%	18

Other funds holding GOCT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

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

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Holistic Planning's GOCT Position: Q2 2026 in Review

Holistic Planning reduced its FT Vest US Equity Moderate Buffer ETF October (GOCT) stake by 5.9% in Q2 2026, selling an estimated $119K and leaving 46,694 shares worth $1.94M. The position accounts for 0.3% of the portfolio, ranked #78.

Holistic Planning first reported a position in GOCT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.95M in Q4 2025. 107 funds tracked by Wall St. Rank hold GOCT as of Q2 2026.

Holistic Planning held 46,694 shares of FT Vest US Equity Moderate Buffer ETF October worth $1.94M as of Q2 2026.
Holistic Planning sold 2,916 FT Vest US Equity Moderate Buffer ETF October shares in Q2 2026, an estimated $119K.
FT Vest US Equity Moderate Buffer ETF October made up 0.3% of Holistic Planning's portfolio in Q2 2026, its #78 holding.
Holistic Planning first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2023 and has held it in 11 quarters since.
Holistic Planning's FT Vest US Equity Moderate Buffer ETF October position peaked at $1.95M in Q4 2025.
107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.