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 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

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Holistic Planning's GOCT Position: Q1 2026 in Review

Holistic Planning increased its FT Vest US Equity Moderate Buffer ETF October (GOCT) stake by 0.04% in Q1 2026, buying an estimated $866 and bringing the position to 49,610 shares worth $1.92M. The position accounts for 0.38% of the portfolio, ranked #62.

Holistic Planning first reported a position in GOCT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.95M in Q4 2025. 106 funds tracked by Wall St. Rank hold GOCT as of Q1 2026.

Holistic Planning held 49,610 shares of FT Vest US Equity Moderate Buffer ETF October worth $1.92M as of Q1 2026.
Holistic Planning bought 22 FT Vest US Equity Moderate Buffer ETF October shares in Q1 2026, an estimated $866.
FT Vest US Equity Moderate Buffer ETF October made up 0.38% of Holistic Planning's portfolio in Q1 2026, its #62 holding.
Holistic Planning first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's FT Vest US Equity Moderate Buffer ETF October position peaked at $1.95M in Q4 2025.
106 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.