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Holistic Planning’s FT Vest Growth-100 Buffer ETF March QMAR Stock Holding History

Holistic Planning’s Portfolio QMAR Stock Details QMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$583K Buy
15,655
+2,240
+17% +$81.5K 0.09% 187
2026
Q1 		$451K Sell
13,415
-17
-0.1% -$566 0.09% 193
2025
Q4 		$443K Hold
13,432
– – 0.09% 178
2025
Q3 		$432K Sell
13,432
-1,912
-12% -$60.4K 0.11% 145
2025
Q2 		$476K Sell
15,344
-1,355
-8% -$39.5K 0.14% 123
2025
Q1 		$472K Sell
16,699
-4,195
-20% -$125K 0.16% 108
2024
Q4 		$622K Hold
20,894
– – 0.23% 81
2024
Q3 		$598K Buy
+20,894
New +$583K 0.25% 77

Other funds holding QMAR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

Holistic Planning's QMAR Position: Q2 2026 in Review

Holistic Planning increased its FT Vest Growth-100 Buffer ETF March (QMAR) stake by 17% in Q2 2026, buying an estimated $81.5K and bringing the position to 15,655 shares worth $583K. The position accounts for 0.09% of the portfolio, ranked #187.

Holistic Planning first reported a position in QMAR in Q3 2024 and has held it in 8 quarters since. The position peaked at $622K in Q4 2024. 97 funds tracked by Wall St. Rank hold QMAR as of Q2 2026.

  • Holistic Planning held 15,655 shares of FT Vest Growth-100 Buffer ETF March worth $583K as of Q2 2026.
  • Holistic Planning bought 2,240 FT Vest Growth-100 Buffer ETF March shares in Q2 2026, an estimated $81.5K.
  • FT Vest Growth-100 Buffer ETF March made up 0.09% of Holistic Planning's portfolio in Q2 2026, its #187 holding.
  • Holistic Planning first reported a position in FT Vest Growth-100 Buffer ETF March in Q3 2024 and has held it in 8 quarters since.
  • Holistic Planning's FT Vest Growth-100 Buffer ETF March position peaked at $622K in Q4 2024.
  • 97 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF March as of Q2 2026.

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