PWPS
DOCT

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

Pinnacle Wealth Planning 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 		$282K Hold
6,500
– – 0.03% 357
2025
Q4 		$288K Buy
+6,500
New +$285K 0.03% 340

Other funds holding DOCT

OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
LC
LCNB Corp Lebanon, Ohio $297M AUM 22.17% 1-Year Est. Return
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

Pinnacle Wealth Planning Services's DOCT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its FT Vest US Equity Deep Buffer ETF October (DOCT) position steady in Q1 2026 at 6,500 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #357.

Pinnacle Wealth Planning Services first reported a position in DOCT in Q4 2025 and has held it in 2 quarters since. The position peaked at $288K in Q4 2025. 111 funds tracked by Wall St. Rank hold DOCT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 6,500 shares of FT Vest US Equity Deep Buffer ETF October worth $282K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its FT Vest US Equity Deep Buffer ETF October share count unchanged in Q1 2026.
  • FT Vest US Equity Deep Buffer ETF October made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #357 holding.
  • Pinnacle Wealth Planning Services first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's FT Vest US Equity Deep Buffer ETF October position peaked at $288K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.