Private Client Services’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

Private Client Services’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	–	Sell	-92,767	Closed	-$3.64M	–	218
2025 Q4	$3.64M	Buy	+92,767	New	+$3.61M	1.14%	22
2025 Q3	–	Sell	-5,875	Closed	-$215K	–	205
2025 Q2	$215K	Sell	5,875 -10,089	-63%	-$351K	0.08%	190
2025 Q1	$548K	Sell	15,964 -262,889	-94%	-$9.24M	0.27%	79
2024 Q4	$9.76M	Buy	+278,853	New	+$9.76M	5.24%	1

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 $1.36B AUM 13.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Private Client Services's GOCT Position: Q1 2026 in Review

Private Client Services sold out of FT Vest US Equity Moderate Buffer ETF October (GOCT) in Q1 2026, closing a stake of 92,767 shares — an estimated $3.64M sold.

Private Client Services first reported a position in GOCT in Q4 2024 and held it in 4 quarters. The position peaked at $9.76M in Q4 2024. 106 funds tracked by Wall St. Rank hold GOCT as of Q1 2026.

Private Client Services reported no remaining FT Vest US Equity Moderate Buffer ETF October position as of Q1 2026 after selling out during the quarter.
Private Client Services sold 92,767 FT Vest US Equity Moderate Buffer ETF October shares in Q1 2026, an estimated $3.64M.
Private Client Services first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2024 and held it in 4 quarters.
Private Client Services's FT Vest US Equity Moderate Buffer ETF October position peaked at $9.76M in Q4 2024.
106 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q1 2026.

Based on Private Client Services's 13F filing for Q1 2026, filed 6 Apr 2026.