BBPWM
DOCT

Blue Bell Private Wealth Management’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Blue Bell Private Wealth Management’s Portfolio DOCT Stock Details DOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$150K Sell
3,460
-718
-17% -$31.8K 0.02% 295
2025
Q4 		$185K Sell
4,178
-439
-10% -$19.2K 0.03% 262
2025
Q3 		$199K Sell
4,617
-182
-4% -$7.66K 0.03% 249
2025
Q2 		$197K Sell
4,799
-1,098
-19% -$42.8K 0.03% 232
2025
Q1 		$226K Sell
5,897
-28
-0.5% -$1.1K 0.04% 206
2024
Q4 		$233K Hold
5,925
– – 0.04% 193
2024
Q3 		$231K Hold
5,925
– – 0.04% 198
2024
Q2 		$227K Hold
5,925
– – 0.05% 184
2024
Q1 		$223K Sell
5,925
-307
-5% -$11.4K 0.05% 174
2023
Q4 		$227K Sell
6,232
-42
-0.7% -$1.48K 0.05% 153
2023
Q3 		$217K Hold
6,274
– – 0.06% 134
2023
Q2 		$219K Hold
6,274
– – 0.06% 134
2023
Q1 		$206K Sell
6,274
-126
-2% -$4.06K 0.06% 121
2022
Q4 		$200K Buy
+6,400
New +$199K 0.07% 110

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OC
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OAJ
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WTFG
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RFG
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.66B AUM 17.48% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
LC
LCNB Corp Lebanon, Ohio $297M AUM 22.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return