HP
QCAP

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
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

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Holistic Planning's QCAP Position: Q1 2026 in Review

Holistic Planning held its FT Vest Nasdaq-100 Conservative Buffer ETF - April (QCAP) position steady in Q1 2026 at 12,732 shares worth $306K. 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 7 quarters since. 33 funds tracked by Wall St. Rank hold QCAP as of Q1 2026.

  • Holistic Planning held 12,732 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - April worth $306K as of Q1 2026.
  • Holistic Planning left its FT Vest Nasdaq-100 Conservative Buffer ETF - April share count unchanged in Q1 2026.
  • FT Vest Nasdaq-100 Conservative Buffer ETF - April made up 0.06% of Holistic Planning's portfolio in Q1 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 7 quarters since.
  • 33 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - April as of Q1 2026.

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