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 Q2	$91.9K	Hold	2,212	–	–	0.05%	160
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

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

IMG Wealth Management's GOCT Position: Q2 2026 in Review

IMG Wealth Management held its FT Vest US Equity Moderate Buffer ETF October (GOCT) position steady in Q2 2026 at 2,212 shares worth $91.9K. The position accounts for 0.05% of the portfolio, ranked #160.

IMG Wealth Management first reported a position in GOCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $119K in Q4 2025. 107 funds tracked by Wall St. Rank hold GOCT as of Q2 2026.

IMG Wealth Management held 2,212 shares of FT Vest US Equity Moderate Buffer ETF October worth $91.9K as of Q2 2026.
IMG Wealth Management left its FT Vest US Equity Moderate Buffer ETF October share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF October made up 0.05% of IMG Wealth Management's portfolio in Q2 2026, its #160 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 7 quarters since.
IMG Wealth Management's FT Vest US Equity Moderate Buffer ETF October position peaked at $119K 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 IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.