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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
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

HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mount Yale Investment Advisors's GOCT Position: Q1 2026 in Review

Mount Yale Investment Advisors held its FT Vest US Equity Moderate Buffer ETF October (GOCT) position steady in Q1 2026 at 9,320 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #823.

Mount Yale Investment Advisors first reported a position in GOCT in Q3 2025 and has held it in 3 quarters since. The position peaked at $366K in Q4 2025. 106 funds tracked by Wall St. Rank hold GOCT as of Q1 2026.

  • Mount Yale Investment Advisors held 9,320 shares of FT Vest US Equity Moderate Buffer ETF October worth $360K as of Q1 2026.
  • Mount Yale Investment Advisors left its FT Vest US Equity Moderate Buffer ETF October share count unchanged in Q1 2026.
  • FT Vest US Equity Moderate Buffer ETF October made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #823 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 3 quarters since.
  • Mount Yale Investment Advisors's FT Vest US Equity Moderate Buffer ETF October position peaked at $366K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.