Keystone Wealth Services’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

Keystone Wealth Services’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	$373K	Buy	+9,661	New	+$380K	0.08%	220
2025 Q4	–	Sell	-9,663	Closed	-$370K	–	282
2025 Q3	$370K	Sell	9,663 -3,101	-24%	-$116K	0.08%	219
2025 Q2	$467K	Hold	12,764	–	–	0.11%	179
2025 Q1	$438K	Buy	12,764 +1,062	+9%	+$37.3K	0.12%	164
2024 Q4	$409K	Buy	11,702 +5,155	+79%	+$180K	0.11%	167
2024 Q3	$227K	Sell	6,547 -300	-4%	-$10.3K	0.06%	233
2024 Q2	$233K	Hold	6,847	–	–	0.07%	209
2024 Q1	$229K	Hold	6,847	–	–	0.07%	199
2023 Q4	$222K	Buy	+6,847	New	+$216K	0.08%	202

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

Keystone Wealth Services's GOCT Position: Q1 2026 in Review

Keystone Wealth Services opened a new position in FT Vest US Equity Moderate Buffer ETF October (GOCT) in Q1 2026: 9,661 shares worth $373K. The stake represents 0.08% of the portfolio and ranks #220 among its holdings. This is a return to the name: Keystone Wealth Services previously reported a position in GOCT as recently as Q3 2025.

Keystone Wealth Services first reported a position in GOCT in Q4 2023 and has held it in 9 quarters since. The position peaked at $467K in Q2 2025. 106 funds tracked by Wall St. Rank hold GOCT as of Q1 2026.

Keystone Wealth Services held 9,661 shares of FT Vest US Equity Moderate Buffer ETF October worth $373K as of Q1 2026.
FT Vest US Equity Moderate Buffer ETF October was a new Keystone Wealth Services position in Q1 2026.
FT Vest US Equity Moderate Buffer ETF October made up 0.08% of Keystone Wealth Services's portfolio in Q1 2026, its #220 holding.
Keystone Wealth Services first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2023 and has held it in 9 quarters since.
Keystone Wealth Services's FT Vest US Equity Moderate Buffer ETF October position peaked at $467K in Q2 2025.
106 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.