KPWS
DOCT

Kestra Private Wealth Services’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Kestra Private Wealth Services’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 		$522K Sell
12,019
-3,100
-21% -$137K 0.01% 1174
2025
Q4 		$670K Hold
15,119
– – 0.01% 1009
2025
Q3 		$653K Sell
15,119
-3,378
-18% -$142K 0.01% 971
2025
Q2 		$760K Sell
18,497
-21,620
-54% -$844K 0.01% 852
2025
Q1 		$1.54M Sell
40,117
-3,010
-7% -$119K 0.03% 533
2024
Q4 		$1.7M Buy
+43,127
New +$1.7M 0.03% 478
2023
Q3 		– Sell
-7,088
Closed -$247K – 1182
2023
Q2 		$247K Sell
7,088
-1,139
-14% -$38.2K 0.01% 888
2023
Q1 		$270K Hold
8,227
– – 0.01% 824
2022
Q4 		$258K Buy
8,227
+931
+13% +$29K 0.01% 717
2022
Q3 		$222K Hold
7,296
– – 0.01% 749
2022
Q2 		$221K Buy
7,296
+1,125
+18% +$35.2K 0.01% 758
2022
Q1 		$202K Buy
+6,171
New +$200K 0.01% 888

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OC
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OAJ
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WTFG
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RFG
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MA
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PSCM
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LC
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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