Holistic Planning’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History

Holistic Planning’s Portfolio QJUN Stock Details QJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.07M	Buy	31,599 +2,149	+7%	+$71.5K	0.17%	126
2026 Q1	$920K	Sell	29,450 -2,500	-8%	-$79.6K	0.18%	105
2025 Q4	$1.02M	Sell	31,950 -1	-0%	-$31	0.22%	93
2025 Q3	$994K	Hold	31,951	–	–	0.26%	73
2025 Q2	$945K	Sell	31,951 -1,500	-4%	-$41.4K	0.27%	74
2025 Q1	$885K	Hold	33,451	–	–	0.3%	69
2024 Q4	$938K	Buy	33,451 +12,320	+58%	+$341K	0.34%	58
2024 Q3	$571K	Buy	+21,131	New	+$557K	0.24%	78

Other funds holding QJUN

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

KAS

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

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Holistic Planning's QJUN Position: Q2 2026 in Review

Holistic Planning increased its FT Vest Growth-100 Buffer ETF June (QJUN) stake by 7.3% in Q2 2026, buying an estimated $71.5K and bringing the position to 31,599 shares worth $1.07M. The position accounts for 0.17% of the portfolio, ranked #126.

Holistic Planning first reported a position in QJUN in Q3 2024 and has held it in 8 quarters since. 112 funds tracked by Wall St. Rank hold QJUN as of Q2 2026.

Holistic Planning held 31,599 shares of FT Vest Growth-100 Buffer ETF June worth $1.07M as of Q2 2026.
Holistic Planning bought 2,149 FT Vest Growth-100 Buffer ETF June shares in Q2 2026, an estimated $71.5K.
FT Vest Growth-100 Buffer ETF June made up 0.17% of Holistic Planning's portfolio in Q2 2026, its #126 holding.
Holistic Planning first reported a position in FT Vest Growth-100 Buffer ETF June in Q3 2024 and has held it in 8 quarters since.
112 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q2 2026.

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