WW
DOCT

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

Winnow 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 		$5.12M Sell
109,598
-3,662
-3% -$168K 3.48% 5
2026
Q1 		$4.92M Sell
113,260
-8,733
-7% -$387K 3.79% 5
2025
Q4 		$5.49M Buy
121,993
+119,465
+4,726% +$5.24M 4.06% 5
2025
Q3 		$111K Buy
+2,528
New +$106K 0.09% 116
2025
Q2 		– Sell
-143,042
Closed -$5.49M – 306
2025
Q1 		$5.49M Sell
143,042
-10,461
-7% -$413K 5.06% 3
2024
Q4 		$6.04M Buy
+153,503
New +$6.04M 5.99% 1

Other funds holding DOCT

OC
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
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
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
LC
LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Winnow Wealth's DOCT Position: Q2 2026 in Review

Winnow Wealth reduced its FT Vest US Equity Deep Buffer ETF October (DOCT) stake by 3.2% in Q2 2026, selling an estimated $168K and leaving 109,598 shares worth $5.12M. The position accounts for 3.48% of the portfolio, ranked #5.

Winnow Wealth first reported a position in DOCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.04M in Q4 2024. 108 funds tracked by Wall St. Rank hold DOCT as of Q2 2026.

  • Winnow Wealth held 109,598 shares of FT Vest US Equity Deep Buffer ETF October worth $5.12M as of Q2 2026.
  • Winnow Wealth sold 3,662 FT Vest US Equity Deep Buffer ETF October shares in Q2 2026, an estimated $168K.
  • FT Vest US Equity Deep Buffer ETF October made up 3.48% of Winnow Wealth's portfolio in Q2 2026, its #5 holding.
  • Winnow Wealth first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2024 and has held it in 6 quarters since.
  • Winnow Wealth's FT Vest US Equity Deep Buffer ETF October position peaked at $6.04M 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 Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.