HP
QCJL

Holistic Planning’s FT Vest Nasdaq-100 Conservative Buffer ETF - July QCJL Stock Holding History

Holistic Planning’s Portfolio QCJL Stock Details QCJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$334K Hold
13,325
– – 0.05% 261
2026
Q1 		$312K Hold
13,325
– – 0.06% 232
2025
Q4 		$316K Sell
13,325
-2,125
-14% -$49.9K 0.07% 214
2025
Q3 		$360K Buy
+15,450
New +$353K 0.09% 166

Other funds holding QCJL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Holistic Planning's QCJL Position: Q2 2026 in Review

Holistic Planning held its FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) position steady in Q2 2026 at 13,325 shares worth $334K. The position accounts for 0.05% of the portfolio, ranked #261.

Holistic Planning first reported a position in QCJL in Q3 2025 and has held it in 4 quarters since. The position peaked at $360K in Q3 2025. 56 funds tracked by Wall St. Rank hold QCJL as of Q2 2026.

  • Holistic Planning held 13,325 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - July worth $334K as of Q2 2026.
  • Holistic Planning left its FT Vest Nasdaq-100 Conservative Buffer ETF - July share count unchanged in Q2 2026.
  • FT Vest Nasdaq-100 Conservative Buffer ETF - July made up 0.05% of Holistic Planning's portfolio in Q2 2026, its #261 holding.
  • Holistic Planning first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - July in Q3 2025 and has held it in 4 quarters since.
  • Holistic Planning's FT Vest Nasdaq-100 Conservative Buffer ETF - July position peaked at $360K in Q3 2025.
  • 56 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - July as of Q2 2026.

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