Sagespring Wealth Partners’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

Sagespring Wealth Partners’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	$4.36M	Sell	105,026 -3,006	-3%	-$123K	0.07%	140
2026 Q1	$4.17M	Sell	108,032 -11,339	-9%	-$446K	0.08%	133
2025 Q4	$4.69M	Buy	+119,371	New	+$4.64M	0.09%	114

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 22.96% 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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sagespring Wealth Partners's GOCT Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its FT Vest US Equity Moderate Buffer ETF October (GOCT) stake by 2.8% in Q2 2026, selling an estimated $123K and leaving 105,026 shares worth $4.36M. The position accounts for 0.07% of the portfolio, ranked #140.

Sagespring Wealth Partners first reported a position in GOCT in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.69M in Q4 2025. 107 funds tracked by Wall St. Rank hold GOCT as of Q2 2026.

Sagespring Wealth Partners held 105,026 shares of FT Vest US Equity Moderate Buffer ETF October worth $4.36M as of Q2 2026.
Sagespring Wealth Partners sold 3,006 FT Vest US Equity Moderate Buffer ETF October shares in Q2 2026, an estimated $123K.
FT Vest US Equity Moderate Buffer ETF October made up 0.07% of Sagespring Wealth Partners's portfolio in Q2 2026, its #140 holding.
Sagespring Wealth Partners first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
Sagespring Wealth Partners's FT Vest US Equity Moderate Buffer ETF October position peaked at $4.69M in Q4 2025.
107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.