Kestra Advisory Services’s FT Vest US Equity Enhance & Moderate Buffer ETF October XOCT Stock Holding History

Kestra Advisory Services’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 Q2	$2.68M	Sell	67,963 -3,756	-5%	-$146K	0.01%	1176
2026 Q1	$2.67M	Buy	71,719 +2,944	+4%	+$111K	0.01%	1126
2025 Q4	$2.6M	Buy	68,775 +4,692	+7%	+$175K	0.01%	1067
2025 Q3	$2.36M	Sell	64,083 -6,247	-9%	-$227K	0.01%	1060
2025 Q2	$2.51M	Buy	70,330 +2,002	+3%	+$68.5K	0.01%	965
2025 Q1	$2.31M	Sell	68,328 -5,787	-8%	-$199K	0.01%	922
2024 Q4	$2.54M	Buy	74,115 +10,819	+17%	+$369K	0.01%	883
2024 Q3	$2.14M	Buy	63,296 +2,168	+4%	+$72.8K	0.01%	923
2024 Q2	$2.04M	Sell	61,128 -17,651	-22%	-$583K	0.01%	952
2024 Q1	$2.59M	Buy	78,779 +14,378	+22%	+$466K	0.02%	769
2023 Q4	$2.06M	Buy	+64,401	New	+$2.01M	0.02%	778

Other funds holding XOCT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return

SRA

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Kestra Advisory Services's XOCT Position: Q2 2026 in Review

Kestra Advisory Services reduced its FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) stake by 5.2% in Q2 2026, selling an estimated $146K and leaving 67,963 shares worth $2.68M. The position accounts for 0.01% of the portfolio, ranked #1176.

Kestra Advisory Services first reported a position in XOCT in Q4 2023 and has held it in 11 quarters since. 29 funds tracked by Wall St. Rank hold XOCT as of Q2 2026.

Kestra Advisory Services held 67,963 shares of FT Vest US Equity Enhance & Moderate Buffer ETF October worth $2.68M as of Q2 2026.
Kestra Advisory Services sold 3,756 FT Vest US Equity Enhance & Moderate Buffer ETF October shares in Q2 2026, an estimated $146K.
FT Vest US Equity Enhance & Moderate Buffer ETF October made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1176 holding.
Kestra Advisory Services first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF October in Q4 2023 and has held it in 11 quarters since.
29 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF October as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.