SP
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
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

BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $177M AUM 29.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return