PCG
DOCT

Prosperity Consulting Group’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Prosperity Consulting Group’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 		$233K Sell
5,355
-28
-0.5% -$1.24K 0.01% 472
2025
Q4 		$238K Sell
5,383
-901
-14% -$39.5K 0.01% 455
2025
Q3 		$271K Sell
6,284
-1,746
-22% -$73.5K 0.01% 433
2025
Q2 		$330K Sell
8,030
-405
-5% -$15.8K 0.02% 365
2025
Q1 		$323K Hold
8,435
– – 0.03% 357
2024
Q4 		$332K Sell
8,435
-89
-1% -$3.5K 0.03% 363
2024
Q3 		$333K Buy
8,524
+687
+9% +$26.6K 0.03% 360
2024
Q2 		$301K Sell
7,837
-910
-10% -$34.5K 0.04% 257
2024
Q1 		$329K Sell
8,747
-10
-0.1% -$370 0.04% 265
2023
Q4 		$318K Buy
8,757
+2,672
+44% +$94.2K 0.11% 153
2023
Q3 		$211K Hold
6,085
– – 0.1% 143
2023
Q2 		$212K Buy
+6,085
New +$204K 0.13% 100

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 $4.66B 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