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 Q2	$464K	Buy	11,136 +5,754	+107%	+$237K	0.07%	220
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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $194M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Holistic Planning's GAPR Position: Q2 2026 in Review

Holistic Planning increased its FT Vest US Equity Moderate Buffer ETF April (GAPR) stake by 107% in Q2 2026, buying an estimated $237K and bringing the position to 11,136 shares worth $464K. The position accounts for 0.07% of the portfolio, ranked #220.

Holistic Planning first reported a position in GAPR in Q2 2025 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold GAPR as of Q2 2026.

Holistic Planning held 11,136 shares of FT Vest US Equity Moderate Buffer ETF April worth $464K as of Q2 2026.
Holistic Planning bought 5,754 FT Vest US Equity Moderate Buffer ETF April shares in Q2 2026, an estimated $237K.
FT Vest US Equity Moderate Buffer ETF April made up 0.07% of Holistic Planning's portfolio in Q2 2026, its #220 holding.
Holistic Planning first reported a position in FT Vest US Equity Moderate Buffer ETF April in Q2 2025 and has held it in 5 quarters since.
112 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF April as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.