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

SOA Wealth Advisors’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	$123K	Hold	2,640	–	–	0.02%	266
2026 Q1	$115K	Sell	2,640 -2,724	-51%	-$121K	0.02%	256
2025 Q4	$238K	Hold	5,364	–	–	0.04%	186
2025 Q3	$232K	Hold	5,364	–	–	0.04%	188
2025 Q2	$220K	Hold	5,364	–	–	0.04%	189
2025 Q1	$206K	Hold	5,364	–	–	0.04%	184
2024 Q4	$211K	Buy	5,364 +76	+1%	+$2.99K	0.04%	177
2024 Q3	$206K	Hold	5,288	–	–	0.04%	184
2024 Q2	$203K	Hold	5,288	–	–	0.04%	182
2024 Q1	$199K	Hold	5,288	–	–	0.04%	185
2023 Q4	$192K	Hold	5,288	–	–	0.04%	180
2023 Q3	$183K	Hold	5,288	–	–	0.05%	171
2023 Q2	$185K	Hold	5,288	–	–	0.04%	170
2023 Q1	$174K	Hold	5,288	–	–	0.04%	166
2022 Q4	$166K	Buy	+5,288	New	+$165K	0.04%	167

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

SOA Wealth Advisors's DOCT Position: Q2 2026 in Review

SOA Wealth Advisors held its FT Vest US Equity Deep Buffer ETF October (DOCT) position steady in Q2 2026 at 2,640 shares worth $123K. The position accounts for 0.02% of the portfolio, ranked #266.

SOA Wealth Advisors first reported a position in DOCT in Q4 2022 and has held it in 15 quarters since. The position peaked at $238K in Q4 2025. 108 funds tracked by Wall St. Rank hold DOCT as of Q2 2026.

SOA Wealth Advisors held 2,640 shares of FT Vest US Equity Deep Buffer ETF October worth $123K as of Q2 2026.
SOA Wealth Advisors 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 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #266 holding.
SOA Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2022 and has held it in 15 quarters since.
SOA Wealth Advisors's FT Vest US Equity Deep Buffer ETF October position peaked at $238K in Q4 2025.
108 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.