KWS
DOCT

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

Keystone 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
Q2 		$464K Sell
9,937
-154
-2% -$7.05K 0.09% 211
2026
Q1 		$438K Sell
10,091
-62,453
-86% -$2.76M 0.09% 206
2025
Q4 		$3.64M Buy
72,544
+65,213
+890% +$2.86M 0.77% 30
2025
Q3 		$317K Hold
7,331
– – 0.07% 239
2025
Q2 		$301K Hold
7,331
– – 0.07% 233
2025
Q1 		$281K Hold
7,331
– – 0.08% 215
2024
Q4 		$289K Buy
+7,331
New +$289K 0.08% 211

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

Keystone Wealth Services's DOCT Position: Q2 2026 in Review

Keystone Wealth Services reduced its FT Vest US Equity Deep Buffer ETF October (DOCT) stake by 1.5% in Q2 2026, selling an estimated $7.05K and leaving 9,937 shares worth $464K. The position accounts for 0.09% of the portfolio, ranked #211.

Keystone Wealth Services first reported a position in DOCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.64M in Q4 2025. 108 funds tracked by Wall St. Rank hold DOCT as of Q2 2026.

  • Keystone Wealth Services held 9,937 shares of FT Vest US Equity Deep Buffer ETF October worth $464K as of Q2 2026.
  • Keystone Wealth Services sold 154 FT Vest US Equity Deep Buffer ETF October shares in Q2 2026, an estimated $7.05K.
  • FT Vest US Equity Deep Buffer ETF October made up 0.09% of Keystone Wealth Services's portfolio in Q2 2026, its #211 holding.
  • Keystone Wealth Services first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2024 and has held it in 7 quarters since.
  • Keystone Wealth Services's FT Vest US Equity Deep Buffer ETF October position peaked at $3.64M 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 Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.