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 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 $71.6B AUM 21.08% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Center for Financial Planning's QSPT Position: Q1 2026 in Review

Center for Financial Planning held its FT Vest Nasdaq-100 Buffer ETF September (QSPT) position steady in Q1 2026 at 18,950 shares worth $580K. The position accounts for 0.06% of the portfolio, ranked #102.

Center for Financial Planning first reported a position in QSPT in Q3 2025 and has held it in 3 quarters since. The position peaked at $600K in Q4 2025. 92 funds tracked by Wall St. Rank hold QSPT as of Q1 2026.

Center for Financial Planning held 18,950 shares of FT Vest Nasdaq-100 Buffer ETF September worth $580K as of Q1 2026.
Center for Financial Planning left its FT Vest Nasdaq-100 Buffer ETF September share count unchanged in Q1 2026.
FT Vest Nasdaq-100 Buffer ETF September made up 0.06% of Center for Financial Planning's portfolio in Q1 2026, its #102 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 3 quarters since.
Center for Financial Planning's FT Vest Nasdaq-100 Buffer ETF September position peaked at $600K in Q4 2025.
92 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Buffer ETF September as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.