MWA
DOCT

Merkkuri Wealth Advisors’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Merkkuri Wealth Advisors’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 		– Sell
-147
Closed -$6.4K – 141
2026
Q1 		$6.4K Buy
+147
New +$6.51K ﹤0.01% 251

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

Merkkuri Wealth Advisors's DOCT Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF October (DOCT) in Q2 2026, closing a stake of 147 shares — an estimated $6.4K sold.

Merkkuri Wealth Advisors first reported a position in DOCT in Q1 2026 and held it in 1 quarter. The position peaked at $6.4K in Q1 2026. 108 funds tracked by Wall St. Rank hold DOCT as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF October position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 147 FT Vest US Equity Deep Buffer ETF October shares in Q2 2026, an estimated $6.4K.
  • Merkkuri Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF October in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's FT Vest US Equity Deep Buffer ETF October position peaked at $6.4K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.