SRA
XOCT icon

Secured Retirement Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF October XOCT Stock Holding History

Secured Retirement Advisors’s Portfolio XOCT Stock Details XOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Buy
33,093
+661
+2% +$25.7K 0.67% 60
2026
Q1 		$1.21M Sell
32,432
-37
-0.1% -$1.4K 0.68% 49
2025
Q4 		$1.23M Sell
32,469
-4,503
-12% -$168K 0.68% 52
2025
Q3 		$1.36M Sell
36,972
-3,585
-9% -$130K 0.76% 47
2025
Q2 		$1.45M Buy
40,557
+935
+2% +$32K 0.86% 40
2025
Q1 		$1.34M Buy
39,622
+2,728
+7% +$93.8K 0.86% 41
2024
Q4 		$1.26M Buy
+36,894
New +$1.26M 0.72% 56

Other funds holding XOCT

FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Secured Retirement Advisors's XOCT Position: Q2 2026 in Review

Secured Retirement Advisors increased its FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) stake by 2% in Q2 2026, buying an estimated $25.7K and bringing the position to 33,093 shares worth $1.31M. The position accounts for 0.67% of the portfolio, ranked #60.

Secured Retirement Advisors first reported a position in XOCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q2 2025. 12 funds tracked by Wall St. Rank hold XOCT as of Q2 2026.

  • Secured Retirement Advisors held 33,093 shares of FT Vest US Equity Enhance & Moderate Buffer ETF October worth $1.31M as of Q2 2026.
  • Secured Retirement Advisors bought 661 FT Vest US Equity Enhance & Moderate Buffer ETF October shares in Q2 2026, an estimated $25.7K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF October made up 0.67% of Secured Retirement Advisors's portfolio in Q2 2026, its #60 holding.
  • Secured Retirement Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF October in Q4 2024 and has held it in 7 quarters since.
  • Secured Retirement Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF October position peaked at $1.45M in Q2 2025.
  • 12 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF October as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.