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Action Point Financial Planning’s FT Vest Nasdaq-100 Buffer ETF September QSPT Stock Holding History

Action Point Financial Planning’s Portfolio QSPT Stock Details QSPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$364K Buy
+10,450
New +$352K 0.04% 318

Other funds holding QSPT

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in FT Vest Nasdaq-100 Buffer ETF September (QSPT) in Q2 2026: 10,450 shares worth $364K. The stake represents 0.04% of the portfolio and ranks #318 among its holdings.

98 funds tracked by Wall St. Rank hold QSPT as of Q2 2026.

  • Action Point Financial Planning held 10,450 shares of FT Vest Nasdaq-100 Buffer ETF September worth $364K as of Q2 2026.
  • FT Vest Nasdaq-100 Buffer ETF September was a new Action Point Financial Planning position in Q2 2026.
  • FT Vest Nasdaq-100 Buffer ETF September made up 0.04% of Action Point Financial Planning's portfolio in Q2 2026, its #318 holding.
  • 98 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Buffer ETF September as of Q2 2026.

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