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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$945K	Sell	31,951 -1,500	-4%	-$44.4K	0.27%	74
2025 Q1	$885K	Hold	33,451	–	–	0.3%	69
2024 Q4	$938K	Buy	33,451 +12,320	+58%	+$345K	0.34%	58
2024 Q3	$571K	Buy	+21,131	New	+$571K	0.24%	78