Action Point Financial Planning’s FT Vest Nasdaq-100 Conservative Buffer ETF - July QCJL Stock Holding History

Action Point Financial Planning’s Portfolio QCJL Stock Details QCJL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33.3K	Buy	+1,330	New	+$32.8K	﹤0.01%	959

Other funds holding QCJL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LWM

Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Action Point Financial Planning's QCJL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) in Q2 2026: 1,330 shares worth $33.3K. The stake represents ﹤0.01% of the portfolio and ranks #959 among its holdings.

56 funds tracked by Wall St. Rank hold QCJL as of Q2 2026.

Action Point Financial Planning held 1,330 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - July worth $33.3K as of Q2 2026.
FT Vest Nasdaq-100 Conservative Buffer ETF - July was a new Action Point Financial Planning position in Q2 2026.
FT Vest Nasdaq-100 Conservative Buffer ETF - July made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #959 holding.
56 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - July as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.