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Meridian Wealth Management’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

Meridian Wealth 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
-6,590
Closed -$213K – 325
2023
Q4 		$213K Buy
+6,590
New +$207K 0.01% 560

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HCA
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AP
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SPIA
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KAS
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HP
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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Meridian Wealth Management's GOCT Position: Q1 2024 in Review

Meridian Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF October (GOCT) in Q1 2024, closing a stake of 6,590 shares — an estimated $213K sold.

Meridian Wealth Management first reported a position in GOCT in Q4 2023 and held it in 1 quarter. The position peaked at $213K in Q4 2023. 46 funds tracked by Wall St. Rank hold GOCT as of Q1 2024.

  • Meridian Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF October position as of Q1 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 6,590 FT Vest US Equity Moderate Buffer ETF October shares in Q1 2024, an estimated $213K.
  • Meridian Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2023 and held it in 1 quarter.
  • Meridian Wealth Management's FT Vest US Equity Moderate Buffer ETF October position peaked at $213K 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 Meridian Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.