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

Center for 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	$626K	Sell	17,965 -985	-5%	-$33.2K	0.06%	100
2026 Q1	$580K	Hold	18,950	–	–	0.06%	102
2025 Q4	$600K	Hold	18,950	–	–	0.06%	95
2025 Q3	$588K	Buy	+18,950	New	+$575K	0.06%	97

Other funds holding QSPT

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Center for Financial Planning's QSPT Position: Q2 2026 in Review

Center for Financial Planning reduced its FT Vest Nasdaq-100 Buffer ETF September (QSPT) stake by 5.2% in Q2 2026, selling an estimated $33.2K and leaving 17,965 shares worth $626K. The position accounts for 0.06% of the portfolio, ranked #100.

Center for Financial Planning first reported a position in QSPT in Q3 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold QSPT as of Q2 2026.

Center for Financial Planning held 17,965 shares of FT Vest Nasdaq-100 Buffer ETF September worth $626K as of Q2 2026.
Center for Financial Planning sold 985 FT Vest Nasdaq-100 Buffer ETF September shares in Q2 2026, an estimated $33.2K.
FT Vest Nasdaq-100 Buffer ETF September made up 0.06% of Center for Financial Planning's portfolio in Q2 2026, its #100 holding.
Center for Financial Planning first reported a position in FT Vest Nasdaq-100 Buffer ETF September in Q3 2025 and has held it in 4 quarters since.
98 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Buffer ETF September as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.