EWM
DOCT

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

Evolution 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
Q2 		$742K Sell
15,888
-84
-0.5% -$3.85K 0.44% 45
2026
Q1 		$694K Hold
15,972
– – 0.51% 38
2025
Q4 		$707K Hold
15,972
– – 0.59% 33
2025
Q3 		$690K Buy
15,972
+1
+0% +$42 0.71% 31
2025
Q2 		$656K Buy
+15,971
New +$623K 0.81% 24

Other funds holding DOCT

OC
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
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
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
LC
LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Evolution Wealth Management's DOCT Position: Q2 2026 in Review

Evolution Wealth Management reduced its FT Vest US Equity Deep Buffer ETF October (DOCT) stake by 0.53% in Q2 2026, selling an estimated $3.85K and leaving 15,888 shares worth $742K. The position accounts for 0.44% of the portfolio, ranked #45.

Evolution Wealth Management first reported a position in DOCT in Q2 2025 and has held it in 5 quarters since. 108 funds tracked by Wall St. Rank hold DOCT as of Q2 2026.

  • Evolution Wealth Management held 15,888 shares of FT Vest US Equity Deep Buffer ETF October worth $742K as of Q2 2026.
  • Evolution Wealth Management sold 84 FT Vest US Equity Deep Buffer ETF October shares in Q2 2026, an estimated $3.85K.
  • FT Vest US Equity Deep Buffer ETF October made up 0.44% of Evolution Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Evolution Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF October in Q2 2025 and has held it in 5 quarters since.
  • 108 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.