IMG Wealth Management’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

IMG Wealth Management’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	$85.4K	Sell	2,212 -825	-27%	-$32.5K	0.05%	148
2025 Q4	$119K	Hold	3,037	–	–	0.08%	122
2025 Q3	$116K	Hold	3,037	–	–	0.08%	114
2025 Q2	$111K	Hold	3,037	–	–	0.09%	112
2025 Q1	$104K	Hold	3,037	–	–	0.09%	103
2024 Q4	$106K	Buy	+3,037	New	+$106K	0.1%	99

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

IMG Wealth Management's GOCT Position: Q1 2026 in Review

IMG Wealth Management reduced its FT Vest US Equity Moderate Buffer ETF October (GOCT) stake by 27% in Q1 2026, selling an estimated $32.5K and leaving 2,212 shares worth $85.4K. The position accounts for 0.05% of the portfolio, ranked #148.

IMG Wealth Management first reported a position in GOCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $119K in Q4 2025. 106 funds tracked by Wall St. Rank hold GOCT as of Q1 2026.

IMG Wealth Management held 2,212 shares of FT Vest US Equity Moderate Buffer ETF October worth $85.4K as of Q1 2026.
IMG Wealth Management sold 825 FT Vest US Equity Moderate Buffer ETF October shares in Q1 2026, an estimated $32.5K.
FT Vest US Equity Moderate Buffer ETF October made up 0.05% of IMG Wealth Management's portfolio in Q1 2026, its #148 holding.
IMG Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2024 and has held it in 6 quarters since.
IMG Wealth Management's FT Vest US Equity Moderate Buffer ETF October position peaked at $119K 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 IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.