Steward Partners Investment Advisory’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

Steward Partners Investment Advisory’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 Q2	$1.82M	Sell	43,802 -1,280	-3%	-$52.2K	0.01%	969
2026 Q1	$1.74M	Sell	45,082 -2,602	-5%	-$102K	0.01%	912
2025 Q4	$1.87M	Buy	47,684 +3,550	+8%	+$138K	0.01%	812
2025 Q3	$1.69M	Sell	44,134 -4,580	-9%	-$171K	0.01%	836
2025 Q2	$1.78M	Sell	48,714 -15,459	-24%	-$539K	0.01%	752
2025 Q1	$2.2M	Sell	64,173 -23,797	-27%	-$837K	0.02%	635
2024 Q4	$3.08M	Sell	87,970 -192	-0.2%	-$6.72K	0.03%	507
2024 Q3	$3.06M	Sell	88,162 -1,780	-2%	-$61.2K	0.03%	498
2024 Q2	$3.07M	Buy	89,942 +218	+0.2%	+$7.34K	0.03%	470
2024 Q1	$3M	Sell	89,724 -430,241	-83%	-$14.2M	0.03%	453
2023 Q4	$16.8M	Buy	+519,965	New	+$16.4M	0.23%	90

Other funds holding GOCT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Steward Partners Investment Advisory's GOCT Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its FT Vest US Equity Moderate Buffer ETF October (GOCT) stake by 2.8% in Q2 2026, selling an estimated $52.2K and leaving 43,802 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #969.

Steward Partners Investment Advisory first reported a position in GOCT in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.8M in Q4 2023. 107 funds tracked by Wall St. Rank hold GOCT as of Q2 2026.

Steward Partners Investment Advisory held 43,802 shares of FT Vest US Equity Moderate Buffer ETF October worth $1.82M as of Q2 2026.
Steward Partners Investment Advisory sold 1,280 FT Vest US Equity Moderate Buffer ETF October shares in Q2 2026, an estimated $52.2K.
FT Vest US Equity Moderate Buffer ETF October made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #969 holding.
Steward Partners Investment Advisory first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2023 and has held it in 11 quarters since.
Steward Partners Investment Advisory's FT Vest US Equity Moderate Buffer ETF October position peaked at $16.8M in Q4 2023.
107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.