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Lifestyle Asset Management’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

Lifestyle Asset 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
2024
Q1 		– Sell
-532,835
Closed -$17.2M – 109
2023
Q4 		$17.2M Buy
+532,835
New +$16.8M 9.58% 2

Other funds holding GOCT

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lifestyle Asset Management's GOCT Position: Q1 2024 in Review

Lifestyle Asset Management sold out of FT Vest US Equity Moderate Buffer ETF October (GOCT) in Q1 2024, closing a stake of 532,835 shares — an estimated $17.2M sold.

Lifestyle Asset Management first reported a position in GOCT in Q4 2023 and held it in 1 quarter. The position peaked at $17.2M in Q4 2023. 46 funds tracked by Wall St. Rank hold GOCT as of Q1 2024.

  • Lifestyle Asset Management reported no remaining FT Vest US Equity Moderate Buffer ETF October position as of Q1 2024 after selling out during the quarter.
  • Lifestyle Asset Management sold 532,835 FT Vest US Equity Moderate Buffer ETF October shares in Q1 2024, an estimated $17.2M.
  • Lifestyle Asset Management first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2023 and held it in 1 quarter.
  • Lifestyle Asset Management's FT Vest US Equity Moderate Buffer ETF October position peaked at $17.2M in Q4 2023.
  • 46 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q1 2024.

Based on Lifestyle Asset Management's 13F filing for Q1 2024, filed 19 Apr 2024.