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XOCT icon

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
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

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
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LVZ Inc's XOCT Position: Q2 2026 in Review

LVZ Inc held its FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) position steady in Q2 2026 at 9,000 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #129.

LVZ Inc first reported a position in XOCT in Q4 2024 and has held it in 7 quarters since. 12 funds tracked by Wall St. Rank hold XOCT as of Q2 2026.

  • LVZ Inc held 9,000 shares of FT Vest US Equity Enhance & Moderate Buffer ETF October worth $356K as of Q2 2026.
  • LVZ Inc left its FT Vest US Equity Enhance & Moderate Buffer ETF October share count unchanged in Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF October made up 0.04% of LVZ Inc's portfolio in Q2 2026, its #129 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 7 quarters since.
  • 12 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF October as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.