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Holistic Planning’s FT Vest US Equity Moderate Buffer ETF April GAPR Stock Holding History

Holistic Planning’s Portfolio GAPR Stock Details GAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$218K Hold
5,382
– – 0.04% 282
2025
Q4 		$215K Hold
5,382
– – 0.05% 260
2025
Q3 		$211K Hold
5,382
– – 0.06% 220
2025
Q2 		$206K Buy
+5,382
New +$200K 0.06% 212

Other funds holding GAPR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Holistic Planning's GAPR Position: Q1 2026 in Review

Holistic Planning held its FT Vest US Equity Moderate Buffer ETF April (GAPR) position steady in Q1 2026 at 5,382 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #282.

Holistic Planning first reported a position in GAPR in Q2 2025 and has held it in 4 quarters since. 89 funds tracked by Wall St. Rank hold GAPR as of Q1 2026.

  • Holistic Planning held 5,382 shares of FT Vest US Equity Moderate Buffer ETF April worth $218K as of Q1 2026.
  • Holistic Planning left its FT Vest US Equity Moderate Buffer ETF April share count unchanged in Q1 2026.
  • FT Vest US Equity Moderate Buffer ETF April made up 0.04% of Holistic Planning's portfolio in Q1 2026, its #282 holding.
  • Holistic Planning first reported a position in FT Vest US Equity Moderate Buffer ETF April in Q2 2025 and has held it in 4 quarters since.
  • 89 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF April as of Q1 2026.

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