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XOCT icon

Sequent Planning’s FT Vest US Equity Enhance & Moderate Buffer ETF October XOCT Stock Holding History

Sequent Planning’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 		$8.24M Sell
208,561
-246,048
-54% -$9.58M 1.76% 8
2026
Q1 		$16.9M Sell
454,609
-12,367
-3% -$467K 4.1% 4
2025
Q4 		$17.6M Sell
466,976
-36,183
-7% -$1.35M 4.49% 4
2025
Q3 		$18.5M Sell
503,159
-16,040
-3% -$583K 5.26% 2
2025
Q2 		$18.6M Sell
519,199
-4,968
-0.9% -$170K 5.88% 3
2025
Q1 		$17.7M Buy
524,167
+2,219
+0.4% +$76.3K 6.39% 3
2024
Q4 		$17.9M Buy
+521,948
New +$17.8M 6.55% 2

Other funds holding XOCT

OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Sequent Planning's XOCT Position: Q2 2026 in Review

Sequent Planning reduced its FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) stake by 54% in Q2 2026, selling an estimated $9.58M and leaving 208,561 shares worth $8.24M. The position accounts for 1.76% of the portfolio, ranked #8.

Sequent Planning first reported a position in XOCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.6M in Q2 2025. 43 funds tracked by Wall St. Rank hold XOCT as of Q2 2026.

  • Sequent Planning held 208,561 shares of FT Vest US Equity Enhance & Moderate Buffer ETF October worth $8.24M as of Q2 2026.
  • Sequent Planning sold 246,048 FT Vest US Equity Enhance & Moderate Buffer ETF October shares in Q2 2026, an estimated $9.58M.
  • FT Vest US Equity Enhance & Moderate Buffer ETF October made up 1.76% of Sequent Planning's portfolio in Q2 2026, its #8 holding.
  • Sequent Planning 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.
  • Sequent Planning's FT Vest US Equity Enhance & Moderate Buffer ETF October position peaked at $18.6M in Q2 2025.
  • 43 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF October as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.