Holistic Planning’s FT Vest Nasdaq-100 Conservative Buffer ETF - April QCAP Stock Holding History

Holistic Planning’s Portfolio QCAP Stock Details QCAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$415K	Buy	16,665 +3,933	+31%	+$96.5K	0.06%	234
2026 Q1	$306K	Hold	12,732	–	–	0.06%	234
2025 Q4	$302K	Sell	12,732 -171	-1%	-$4.01K	0.06%	218
2025 Q3	$301K	Hold	12,903	–	–	0.08%	183
2025 Q2	$294K	Buy	12,903 +2,400	+23%	+$52.9K	0.08%	176
2025 Q1	$232K	Hold	10,503	–	–	0.08%	172
2024 Q4	$232K	Hold	10,503	–	–	0.08%	155
2024 Q3	$227K	Buy	+10,503	New	+$223K	0.1%	140

Other funds holding QCAP

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

KAS

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

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

MIM

Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Holistic Planning's QCAP Position: Q2 2026 in Review

Holistic Planning increased its FT Vest Nasdaq-100 Conservative Buffer ETF - April (QCAP) stake by 31% in Q2 2026, buying an estimated $96.5K and bringing the position to 16,665 shares worth $415K. The position accounts for 0.06% of the portfolio, ranked #234.

Holistic Planning first reported a position in QCAP in Q3 2024 and has held it in 8 quarters since. 36 funds tracked by Wall St. Rank hold QCAP as of Q2 2026.

Holistic Planning held 16,665 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - April worth $415K as of Q2 2026.
Holistic Planning bought 3,933 FT Vest Nasdaq-100 Conservative Buffer ETF - April shares in Q2 2026, an estimated $96.5K.
FT Vest Nasdaq-100 Conservative Buffer ETF - April made up 0.06% of Holistic Planning's portfolio in Q2 2026, its #234 holding.
Holistic Planning first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - April in Q3 2024 and has held it in 8 quarters since.
36 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - April as of Q2 2026.

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