LifeWealth Investments’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

LifeWealth Investments’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	$834K	Sell	17,877 -399	-2%	-$18.3K	0.22%	62
2026 Q1	$794K	Sell	18,276 -249	-1%	-$11K	0.24%	63
2025 Q4	$820K	Sell	18,525 -16,615	-47%	-$728K	0.26%	62
2025 Q3	$1.52M	Hold	35,140	–	–	0.23%	73
2025 Q2	$1.44M	Buy	+35,140	New	+$1.37M	0.25%	72

Other funds holding DOCT

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

LifeWealth Investments's DOCT Position: Q2 2026 in Review

LifeWealth Investments reduced its FT Vest US Equity Deep Buffer ETF October (DOCT) stake by 2.2% in Q2 2026, selling an estimated $18.3K and leaving 17,877 shares worth $834K. The position accounts for 0.22% of the portfolio, ranked #62.

LifeWealth Investments first reported a position in DOCT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.52M in Q3 2025. 43 funds tracked by Wall St. Rank hold DOCT as of Q2 2026.

LifeWealth Investments held 17,877 shares of FT Vest US Equity Deep Buffer ETF October worth $834K as of Q2 2026.
LifeWealth Investments sold 399 FT Vest US Equity Deep Buffer ETF October shares in Q2 2026, an estimated $18.3K.
FT Vest US Equity Deep Buffer ETF October made up 0.22% of LifeWealth Investments's portfolio in Q2 2026, its #62 holding.
LifeWealth Investments first reported a position in FT Vest US Equity Deep Buffer ETF October in Q2 2025 and has held it in 5 quarters since.
LifeWealth Investments's FT Vest US Equity Deep Buffer ETF October position peaked at $1.52M in Q3 2025.
43 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.