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
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 $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $136M AUM 19.17% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Holistic Planning's QCJL Position: Q1 2026 in Review

Holistic Planning held its FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) position steady in Q1 2026 at 13,325 shares worth $312K. The position accounts for 0.06% of the portfolio, ranked #232.

Holistic Planning first reported a position in QCJL in Q3 2025 and has held it in 3 quarters since. The position peaked at $360K in Q3 2025. 58 funds tracked by Wall St. Rank hold QCJL as of Q1 2026.

  • Holistic Planning held 13,325 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - July worth $312K as of Q1 2026.
  • Holistic Planning left its FT Vest Nasdaq-100 Conservative Buffer ETF - July share count unchanged in Q1 2026.
  • FT Vest Nasdaq-100 Conservative Buffer ETF - July made up 0.06% of Holistic Planning's portfolio in Q1 2026, its #232 holding.
  • Holistic Planning first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - July in Q3 2025 and has held it in 3 quarters since.
  • Holistic Planning's FT Vest Nasdaq-100 Conservative Buffer ETF - July position peaked at $360K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - July as of Q1 2026.

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