Holistic Planning’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Holistic Planning’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	$613K	Hold	13,138	–	–	0.1%	183
2026 Q1	$571K	Sell	13,138 -802	-6%	-$35.5K	0.11%	164
2025 Q4	$617K	Buy	13,940 +2,163	+18%	+$94.8K	0.13%	142
2025 Q3	$509K	Hold	11,777	–	–	0.13%	124
2025 Q2	$484K	Hold	11,777	–	–	0.14%	119
2025 Q1	$452K	Buy	11,777 +50	+0.4%	+$1.97K	0.15%	110
2024 Q4	$462K	Buy	+11,727	New	+$462K	0.17%	101

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

Holistic Planning's DOCT Position: Q2 2026 in Review

Holistic Planning held its FT Vest US Equity Deep Buffer ETF October (DOCT) position steady in Q2 2026 at 13,138 shares worth $613K. The position accounts for 0.1% of the portfolio, ranked #183.

Holistic Planning first reported a position in DOCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $617K in Q4 2025. 108 funds tracked by Wall St. Rank hold DOCT as of Q2 2026.

Holistic Planning held 13,138 shares of FT Vest US Equity Deep Buffer ETF October worth $613K as of Q2 2026.
Holistic Planning left its FT Vest US Equity Deep Buffer ETF October share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF October made up 0.1% of Holistic Planning's portfolio in Q2 2026, its #183 holding.
Holistic Planning first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2024 and has held it in 7 quarters since.
Holistic Planning's FT Vest US Equity Deep Buffer ETF October position peaked at $617K in Q4 2025.
108 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.