LVZ Inc’s FT Vest US Equity Enhance & Moderate Buffer ETF October XOCT Stock Holding History

LVZ Inc’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 Q3	$364K	Hold	9,000	–	–	0.04%	125
2026 Q2	$356K	Hold	9,000	–	–	0.04%	129
2026 Q1	$335K	Hold	9,000	–	–	0.04%	119
2025 Q4	$340K	Hold	9,000	–	–	0.04%	123
2025 Q3	$332K	Hold	9,000	–	–	0.04%	122
2025 Q2	$322K	Hold	9,000	–	–	0.04%	119
2025 Q1	$305K	Hold	9,000	–	–	0.04%	112
2024 Q4	$308K	Buy	+9,000	New	+$307K	0.04%	113

Other funds holding XOCT

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Seven Hills Financial Tallahassee, Florida $166M AUM

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

Bullseye Investment Management Cincinnati, Ohio $203M AUM 7.76% 1-Year Est. Return

Arlington Capital Management Arlington Heights, Illinois $174M AUM 14.76% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

LVZ Inc's XOCT Position: Q3 2026 in Review

LVZ Inc held its FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) position steady in Q3 2026 at 9,000 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #125.

LVZ Inc first reported a position in XOCT in Q4 2024 and has held it in 8 quarters since. 16 funds tracked by Wall St. Rank hold XOCT as of Q3 2026.

LVZ Inc held 9,000 shares of FT Vest US Equity Enhance & Moderate Buffer ETF October worth $364K as of Q3 2026.
LVZ Inc left its FT Vest US Equity Enhance & Moderate Buffer ETF October share count unchanged in Q3 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF October made up 0.04% of LVZ Inc's portfolio in Q3 2026, its #125 holding.
LVZ Inc first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF October in Q4 2024 and has held it in 8 quarters since.
16 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF October as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.