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

Simplicity Wealth’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	$231K	Hold	4,948	–	–	0.01%	930
2026 Q1	$215K	Buy	4,948 +113	+2%	+$5K	0.01%	704
2025 Q4	$214K	Hold	4,835	–	–	0.01%	655
2025 Q3	$209K	Sell	4,835 -4,945	-51%	-$208K	0.01%	668
2025 Q2	$402K	Buy	+9,780	New	+$382K	0.02%	506

Other funds holding DOCT

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 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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Simplicity Wealth's DOCT Position: Q2 2026 in Review

Simplicity Wealth held its FT Vest US Equity Deep Buffer ETF October (DOCT) position steady in Q2 2026 at 4,948 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #930.

Simplicity Wealth first reported a position in DOCT in Q2 2025 and has held it in 5 quarters since. The position peaked at $402K in Q2 2025. 108 funds tracked by Wall St. Rank hold DOCT as of Q2 2026.

Simplicity Wealth held 4,948 shares of FT Vest US Equity Deep Buffer ETF October worth $231K as of Q2 2026.
Simplicity Wealth left its FT Vest US Equity Deep Buffer ETF October share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF October made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #930 holding.
Simplicity Wealth first reported a position in FT Vest US Equity Deep Buffer ETF October in Q2 2025 and has held it in 5 quarters since.
Simplicity Wealth's FT Vest US Equity Deep Buffer ETF October position peaked at $402K in Q2 2025.
108 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.