Sequent Planning’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

Sequent Planning’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	$8.76M	Sell	226,717 -5,509	-2%	-$217K	2.12%	8
2025 Q4	$9.12M	Sell	232,226 -39,917	-15%	-$1.55M	2.32%	8
2025 Q3	$10.4M	Sell	272,143 -2,611	-1%	-$97.7K	2.96%	7
2025 Q2	$10M	Buy	274,754 +3,669	+1%	+$128K	3.18%	6
2025 Q1	$9.31M	Buy	271,085 +5,756	+2%	+$202K	3.35%	6
2024 Q4	$9.28M	Buy	+265,329	New	+$9.29M	3.41%	6

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

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Sequent Planning's GOCT Position: Q1 2026 in Review

Sequent Planning reduced its FT Vest US Equity Moderate Buffer ETF October (GOCT) stake by 2.4% in Q1 2026, selling an estimated $217K and leaving 226,717 shares worth $8.76M. The position accounts for 2.12% of the portfolio, ranked #8.

Sequent Planning first reported a position in GOCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.4M in Q3 2025. 106 funds tracked by Wall St. Rank hold GOCT as of Q1 2026.

Sequent Planning held 226,717 shares of FT Vest US Equity Moderate Buffer ETF October worth $8.76M as of Q1 2026.
Sequent Planning sold 5,509 FT Vest US Equity Moderate Buffer ETF October shares in Q1 2026, an estimated $217K.
FT Vest US Equity Moderate Buffer ETF October made up 2.12% of Sequent Planning's portfolio in Q1 2026, its #8 holding.
Sequent Planning first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2024 and has held it in 6 quarters since.
Sequent Planning's FT Vest US Equity Moderate Buffer ETF October position peaked at $10.4M in Q3 2025.
106 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.