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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
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

HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Schulz Wealth's GOCT Position: Q4 2025 in Review

Schulz Wealth increased its FT Vest US Equity Moderate Buffer ETF October (GOCT) stake by 74% in Q4 2025, buying an estimated $696K and bringing the position to 42,065 shares worth $1.65M. The position accounts for 1.06% of the portfolio, ranked #22.

Schulz Wealth first reported a position in GOCT in Q4 2024 and has held it in 5 quarters since. 108 funds tracked by Wall St. Rank hold GOCT as of Q4 2025.

  • Schulz Wealth held 42,065 shares of FT Vest US Equity Moderate Buffer ETF October worth $1.65M as of Q4 2025.
  • Schulz Wealth bought 17,888 FT Vest US Equity Moderate Buffer ETF October shares in Q4 2025, an estimated $696K.
  • FT Vest US Equity Moderate Buffer ETF October made up 1.06% of Schulz Wealth's portfolio in Q4 2025, its #22 holding.
  • Schulz Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2024 and has held it in 5 quarters since.
  • 108 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.