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 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

BFG

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

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 $249M AUM 17.15% 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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Holistic Planning's XOCT Position: Q1 2026 in Review

Holistic Planning sold out of FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) in Q1 2026, closing a stake of 5,306 shares — an estimated $200K sold.

Holistic Planning first reported a position in XOCT in Q4 2023 and held it in 5 quarters. The position peaked at $239K in Q2 2024. 36 funds tracked by Wall St. Rank hold XOCT as of Q1 2026.

Holistic Planning reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF October position as of Q1 2026 after selling out during the quarter.
Holistic Planning sold 5,306 FT Vest US Equity Enhance & Moderate Buffer ETF October shares in Q1 2026, an estimated $200K.
Holistic Planning first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF October in Q4 2023 and held it in 5 quarters.
Holistic Planning's FT Vest US Equity Enhance & Moderate Buffer ETF October position peaked at $239K in Q2 2024.
36 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF October as of Q1 2026.

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