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 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 $8.21B AUM 28.81% 1-Year Est. Return

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

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

Mutual Advisors Omaha, Nebraska $4.66B AUM 17.48% 1-Year Est. Return

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

LCNB Corp Lebanon, Ohio $297M AUM 22.17% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return