Holistic Planning’s FT Vest US Equity Enhance & Moderate Buffer ETF October XOCT Stock Holding History

Holistic Planning’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 Q3	$201K	Buy	+4,976	New	+$199K	0.03%	346
2026 Q1	–	Sell	-5,306	Closed	-$200K	–	311
2025 Q4	$200K	Buy	+5,306	New	+$198K	0.04%	272
2025 Q3	–	Sell	-5,636	Closed	-$201K	–	239
2025 Q2	$201K	Buy	+5,636	New	+$193K	0.06%	215
2024 Q3	–	Sell	-7,266	Closed	-$239K	–	168
2024 Q2	$239K	Hold	7,266	–	–	0.18%	101
2024 Q1	$239K	Hold	7,266	–	–	0.18%	101
2023 Q4	$232K	Buy	+7,266	New	+$227K	0.2%	103

Other funds holding XOCT

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Seven Hills Financial Tallahassee, Florida $166M AUM

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

Holistic Planning's XOCT Position: Q3 2026 in Review

Holistic Planning opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) in Q3 2026: 4,976 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #346 among its holdings. This is a return to the name: Holistic Planning previously reported a position in XOCT as recently as Q4 2025.

Holistic Planning first reported a position in XOCT in Q4 2023 and has held it in 6 quarters since. The position peaked at $239K in Q2 2024. 25 funds tracked by Wall St. Rank hold XOCT as of Q3 2026.

Holistic Planning held 4,976 shares of FT Vest US Equity Enhance & Moderate Buffer ETF October worth $201K as of Q3 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF October was a new Holistic Planning position in Q3 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF October made up 0.03% of Holistic Planning's portfolio in Q3 2026, its #346 holding.
Holistic Planning first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF October in Q4 2023 and has held it in 6 quarters since.
Holistic Planning's FT Vest US Equity Enhance & Moderate Buffer ETF October position peaked at $239K in Q2 2024.
25 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF October as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.