Holistic Planning’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$715K Buy
16,240
+3,360
+26% +$145K 0.11% 165
2026
Q1
$529K Buy
12,880
+5,730
+80% +$239K 0.11% 172
2025
Q4
$297K Sell
7,150
-1,204
-14% -$49.3K 0.06% 221
2025
Q3
$339K Hold
8,354
0.09% 176
2025
Q2
$326K Buy
8,354
+1,500
+22% +$55.9K 0.09% 165
2025
Q1
$252K Buy
+6,854
New +$257K 0.09% 156

Other funds holding GFEB

Holistic Planning's GFEB Position: Q2 2026 in Review

Holistic Planning increased its FT Vest US Equity Moderate Buffer ETF February (GFEB) stake by 26% in Q2 2026, buying an estimated $145K and bringing the position to 16,240 shares worth $715K. The position accounts for 0.11% of the portfolio, ranked #165.

Holistic Planning first reported a position in GFEB in Q1 2025 and has held it in 6 quarters since. 117 funds tracked by Wall St. Rank hold GFEB as of Q2 2026.

  • Holistic Planning held 16,240 shares of FT Vest US Equity Moderate Buffer ETF February worth $715K as of Q2 2026.
  • Holistic Planning bought 3,360 FT Vest US Equity Moderate Buffer ETF February shares in Q2 2026, an estimated $145K.
  • FT Vest US Equity Moderate Buffer ETF February made up 0.11% of Holistic Planning's portfolio in Q2 2026, its #165 holding.
  • Holistic Planning first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q1 2025 and has held it in 6 quarters since.
  • 117 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q2 2026.

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