OPS
DOCT

Orion Portfolio Solutions’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$253K Sell
6,589
-168
-2% -$6.63K ﹤0.01% 1702
2024
Q4 		$266K Sell
6,757
-688
-9% -$27.1K ﹤0.01% 1611
2024
Q3 		$291K Buy
7,445
+1,715
+30% +$66.3K ﹤0.01% 1533
2024
Q2 		$220K Sell
5,730
-12
-0.2% -$455 ﹤0.01% 1600
2024
Q1 		$216K Sell
5,742
-428
-7% -$15.8K ﹤0.01% 1583
2023
Q4 		$225K Buy
+6,170
New +$217K ﹤0.01% 1527

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RFG
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AA
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OAJ
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Raymond James Financial
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SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
FWM
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MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return