IWP
XOCT icon

Innova Wealth Partners’s FT Vest US Equity Enhance & Moderate Buffer ETF October XOCT Stock Holding History

Innova Wealth Partners’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
2024
Q4 		– Sell
-6,935
Closed -$235K – 154
2024
Q3 		$235K Buy
+6,935
New +$233K 0.19% 71

Other funds holding XOCT

SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
OS
Objectivity Squared Charleston, South Carolina $159M AUM 22.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Innova Wealth Partners's XOCT Position: Q4 2024 in Review

Innova Wealth Partners sold out of FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) in Q4 2024, closing a stake of 6,935 shares — an estimated $235K sold.

Innova Wealth Partners first reported a position in XOCT in Q3 2024 and held it in 1 quarter. The position peaked at $235K in Q3 2024. 33 funds tracked by Wall St. Rank hold XOCT as of Q4 2024.

  • Innova Wealth Partners reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF October position as of Q4 2024 after selling out during the quarter.
  • Innova Wealth Partners sold 6,935 FT Vest US Equity Enhance & Moderate Buffer ETF October shares in Q4 2024, an estimated $235K.
  • Innova Wealth Partners first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF October in Q3 2024 and held it in 1 quarter.
  • Innova Wealth Partners's FT Vest US Equity Enhance & Moderate Buffer ETF October position peaked at $235K in Q3 2024.
  • 33 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF October as of Q4 2024.

Based on Innova Wealth Partners's 13F filing for Q4 2024, filed 8 Jan 2025.