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

Summit Financial’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 		$326K Buy
+8,250
New +$321K ﹤0.01% 1284

Other funds holding XOCT

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

Summit Financial's XOCT Position: Q2 2026 in Review

Summit Financial opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) in Q2 2026: 8,250 shares worth $326K. The stake represents ﹤0.01% of the portfolio and ranks #1284 among its holdings.

43 funds tracked by Wall St. Rank hold XOCT as of Q2 2026.

  • Summit Financial held 8,250 shares of FT Vest US Equity Enhance & Moderate Buffer ETF October worth $326K as of Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF October was a new Summit Financial position in Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF October made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1284 holding.
  • 43 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF October as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.