APFP
RSMR

Action Point Financial Planning’s FT Vest U.S. Equity Equal Weight Buffer ETF - March RSMR Stock Holding History

Action Point Financial Planning’s Portfolio RSMR Stock Details RSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45K Buy
+1,900
New +$43.8K ﹤0.01% 858

Other funds holding RSMR

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in FT Vest U.S. Equity Equal Weight Buffer ETF - March (RSMR) in Q2 2026: 1,900 shares worth $45K. The stake represents ﹤0.01% of the portfolio and ranks #858 among its holdings.

13 funds tracked by Wall St. Rank hold RSMR as of Q2 2026.

  • Action Point Financial Planning held 1,900 shares of FT Vest U.S. Equity Equal Weight Buffer ETF - March worth $45K as of Q2 2026.
  • FT Vest U.S. Equity Equal Weight Buffer ETF - March was a new Action Point Financial Planning position in Q2 2026.
  • FT Vest U.S. Equity Equal Weight Buffer ETF - March made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #858 holding.
  • 13 funds tracked by Wall St. Rank held FT Vest U.S. Equity Equal Weight Buffer ETF - March as of Q2 2026.

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