Mount Yale Investment Advisors’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

Mount Yale Investment Advisors’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 Q2	$387K	Hold	9,320	–	–	0.01%	881
2026 Q1	$360K	Hold	9,320	–	–	0.01%	823
2025 Q4	$366K	Hold	9,320	–	–	0.02%	536
2025 Q3	$357K	Buy	+9,320	New	+$349K	0.02%	483

Other funds holding GOCT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mount Yale Investment Advisors's GOCT Position: Q2 2026 in Review

Mount Yale Investment Advisors held its FT Vest US Equity Moderate Buffer ETF October (GOCT) position steady in Q2 2026 at 9,320 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #881.

Mount Yale Investment Advisors first reported a position in GOCT in Q3 2025 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold GOCT as of Q2 2026.

Mount Yale Investment Advisors held 9,320 shares of FT Vest US Equity Moderate Buffer ETF October worth $387K as of Q2 2026.
Mount Yale Investment Advisors left its FT Vest US Equity Moderate Buffer ETF October share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF October made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #881 holding.
Mount Yale Investment Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q3 2025 and has held it in 4 quarters since.
107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.