Clear Creek Financial Management’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Clear Creek Financial 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 Q2	$238K	Sell	5,088 -970	-16%	-$44.4K	0.02%	576
2026 Q1	$263K	Sell	6,058 -3,875	-39%	-$172K	0.02%	526
2025 Q4	$440K	Sell	9,933 -575	-5%	-$25.2K	0.04%	416
2025 Q3	$454K	Sell	10,508 -9,790	-48%	-$412K	0.04%	386
2025 Q2	$834K	Sell	20,298 -4,600	-18%	-$179K	0.08%	254
2025 Q1	$955K	Sell	24,898 -1,093	-4%	-$43.1K	0.1%	195
2024 Q4	$1.02M	Buy	25,991 +20,686	+390%	+$814K	0.11%	188
2024 Q3	$207K	Sell	5,305 -2,841	-35%	-$110K	0.02%	427
2024 Q2	$313K	Sell	8,146 -9,801	-55%	-$371K	0.04%	328
2024 Q1	$675K	Sell	17,947 -9,412	-34%	-$348K	0.09%	203
2023 Q4	$995K	Buy	+27,359	New	+$964K	0.16%	112

Other funds holding DOCT

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

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

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return

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

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Clear Creek Financial Management's DOCT Position: Q2 2026 in Review

Clear Creek Financial Management reduced its FT Vest US Equity Deep Buffer ETF October (DOCT) stake by 16% in Q2 2026, selling an estimated $44.4K and leaving 5,088 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #576.

Clear Creek Financial Management first reported a position in DOCT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q4 2024. 108 funds tracked by Wall St. Rank hold DOCT as of Q2 2026.

Clear Creek Financial Management held 5,088 shares of FT Vest US Equity Deep Buffer ETF October worth $238K as of Q2 2026.
Clear Creek Financial Management sold 970 FT Vest US Equity Deep Buffer ETF October shares in Q2 2026, an estimated $44.4K.
FT Vest US Equity Deep Buffer ETF October made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #576 holding.
Clear Creek Financial Management first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2023 and has held it in 11 quarters since.
Clear Creek Financial Management's FT Vest US Equity Deep Buffer ETF October position peaked at $1.02M in Q4 2024.
108 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.