HP
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$484K Hold
11,777
– – 0.14% 119
2025
Q1 		$452K Buy
11,777
+50
+0.4% +$1.92K 0.15% 110
2024
Q4 		$462K Buy
+11,727
New +$462K 0.17% 101