IP
DOCT

Ignite Planners’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Ignite Planners’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 		$905K Sell
20,829
-512
-2% -$22.7K 0.14% 160
2025
Q4 		$951K Sell
21,341
-1,125
-5% -$49.3K 0.15% 152
2025
Q3 		$971K Sell
22,466
-225
-1% -$9.47K 0.16% 136
2025
Q2 		$940K Hold
22,691
– – 0.16% 136
2025
Q1 		$873K Sell
22,691
-10,867
-32% -$429K 0.17% 138
2024
Q4 		$1.33M Buy
33,558
+17,662
+111% +$695K 0.29% 81
2024
Q3 		$620K Hold
15,896
– – 0.14% 141
2024
Q2 		$611K Hold
15,896
– – 0.15% 135
2024
Q1 		$598K Hold
15,896
– – 0.17% 137
2023
Q4 		$577K Hold
15,896
– – 0.17% 138
2023
Q3 		$547K Sell
15,896
-8,419
-35% -$296K 0.17% 150
2023
Q2 		$844K Sell
24,315
-752
-3% -$25.2K 0.32% 73
2023
Q1 		$824K Hold
25,067
– – 0.34% 72
2022
Q4 		$814K Buy
+25,067
New +$781K 0.34% 77

Other funds holding DOCT

OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
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