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

Spire Wealth 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
2026 Q2	$18.2K	Sell	389 -210	-35%	-$9.62K	﹤0.01%	1470
2026 Q1	$26K	Hold	599	–	–	﹤0.01%	1341
2025 Q4	$26.5K	Sell	599 -14,227	-96%	-$623K	﹤0.01%	1381
2025 Q3	$640K	Sell	14,826 -2,455	-14%	-$103K	0.02%	475
2025 Q2	$710K	Sell	17,281 -8,853	-34%	-$345K	0.03%	433
2025 Q1	$1M	Sell	26,134 -3,225	-11%	-$127K	0.03%	398
2024 Q4	$1.16M	Buy	29,359 +15,005	+105%	+$591K	0.04%	354
2024 Q3	$560K	Sell	14,354 -4,143	-22%	-$160K	0.02%	492
2024 Q2	$710K	Sell	18,497 -3,004	-14%	-$114K	0.03%	415
2024 Q1	$809K	Sell	21,501 -2,418	-10%	-$89.5K	0.01%	419
2023 Q4	$878K	Buy	+23,919	New	+$843K	0.03%	391
2022 Q2	–	Sell	-774	Closed	-$25K	–	2690
2022 Q1	$25K	Buy	+774	New	+$25.1K	﹤0.01%	1715

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

Spire Wealth Management's DOCT Position: Q2 2026 in Review

Spire Wealth Management reduced its FT Vest US Equity Deep Buffer ETF October (DOCT) stake by 35% in Q2 2026, selling an estimated $9.62K and leaving 389 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Spire Wealth Management first reported a position in DOCT in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.16M in Q4 2024. 108 funds tracked by Wall St. Rank hold DOCT as of Q2 2026.

Spire Wealth Management held 389 shares of FT Vest US Equity Deep Buffer ETF October worth $18.2K as of Q2 2026.
Spire Wealth Management sold 210 FT Vest US Equity Deep Buffer ETF October shares in Q2 2026, an estimated $9.62K.
FT Vest US Equity Deep Buffer ETF October made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1470 holding.
Spire Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF October in Q1 2022 and has held it in 12 quarters since.
Spire Wealth Management's FT Vest US Equity Deep Buffer ETF October position peaked at $1.16M in Q4 2024.
108 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.