PCM
DOCT

Presidio Capital Management’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Presidio Capital Management’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
2024
Q2 		– Sell
-5,931
Closed -$223K – 61
2024
Q1 		$223K Hold
5,931
– – 0.16% 45
2023
Q4 		$216K Buy
+5,931
New +$209K 0.17% 38

Other funds holding DOCT

RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Presidio Capital Management's DOCT Position: Q2 2024 in Review

Presidio Capital Management sold out of FT Vest US Equity Deep Buffer ETF October (DOCT) in Q2 2024, closing a stake of 5,931 shares — an estimated $223K sold.

Presidio Capital Management first reported a position in DOCT in Q4 2023 and held it in 2 quarters. The position peaked at $223K in Q1 2024. 65 funds tracked by Wall St. Rank hold DOCT as of Q2 2024.

  • Presidio Capital Management reported no remaining FT Vest US Equity Deep Buffer ETF October position as of Q2 2024 after selling out during the quarter.
  • Presidio Capital Management sold 5,931 FT Vest US Equity Deep Buffer ETF October shares in Q2 2024, an estimated $223K.
  • Presidio Capital Management first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2023 and held it in 2 quarters.
  • Presidio Capital Management's FT Vest US Equity Deep Buffer ETF October position peaked at $223K in Q1 2024.
  • 65 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2024.

Based on Presidio Capital Management's 13F filing for Q2 2024, filed 26 Jul 2024.