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

Schulz Wealth’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	$1.75M	Buy	+42,065	New	+$1.72M	0.9%	25
2025 Q4	$1.65M	Buy	42,065 +17,888	+74%	+$696K	1.06%	22
2025 Q3	$926K	Hold	24,177	–	–	0.61%	27
2025 Q2	$884K	Hold	24,177	–	–	0.66%	26
2025 Q1	$830K	Hold	24,177	–	–	0.63%	25
2024 Q4	$846K	Buy	+24,177	New	+$846K	0.65%	24

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

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

Schulz Wealth's GOCT Position: Q2 2026 in Review

Schulz Wealth opened a new position in FT Vest US Equity Moderate Buffer ETF October (GOCT) in Q2 2026: 42,065 shares worth $1.75M. The stake represents 0.9% of the portfolio and ranks #25 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in GOCT as recently as Q4 2025.

Schulz Wealth first reported a position in GOCT in Q4 2024 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold GOCT as of Q2 2026.

Schulz Wealth held 42,065 shares of FT Vest US Equity Moderate Buffer ETF October worth $1.75M as of Q2 2026.
FT Vest US Equity Moderate Buffer ETF October was a new Schulz Wealth position in Q2 2026.
FT Vest US Equity Moderate Buffer ETF October made up 0.9% of Schulz Wealth's portfolio in Q2 2026, its #25 holding.
Schulz Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2024 and has held it in 6 quarters since.
107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.