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Holistic Planning’s FT Vest Growth-100 Buffer ETF December QDEC Stock Holding History

Holistic Planning’s Portfolio QDEC Stock Details QDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.58M Buy
44,482
+34
+0.1% +$1.18K 0.25% 94
2026
Q1 		$1.4M Buy
+44,448
New +$1.44M 0.28% 78

Other funds holding QDEC

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Holistic Planning's QDEC Position: Q2 2026 in Review

Holistic Planning increased its FT Vest Growth-100 Buffer ETF December (QDEC) stake by 0.08% in Q2 2026, buying an estimated $1.18K and bringing the position to 44,482 shares worth $1.58M. The position accounts for 0.25% of the portfolio, ranked #94.

Holistic Planning first reported a position in QDEC in Q1 2026 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold QDEC as of Q2 2026.

  • Holistic Planning held 44,482 shares of FT Vest Growth-100 Buffer ETF December worth $1.58M as of Q2 2026.
  • Holistic Planning bought 34 FT Vest Growth-100 Buffer ETF December shares in Q2 2026, an estimated $1.18K.
  • FT Vest Growth-100 Buffer ETF December made up 0.25% of Holistic Planning's portfolio in Q2 2026, its #94 holding.
  • Holistic Planning first reported a position in FT Vest Growth-100 Buffer ETF December in Q1 2026 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF December as of Q2 2026.

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