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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
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Holistic Planning's QMAR Position: Q1 2026 in Review

Holistic Planning reduced its FT Vest Growth-100 Buffer ETF March (QMAR) stake by 0.13% in Q1 2026, selling an estimated $566 and leaving 13,415 shares worth $451K. The position accounts for 0.09% of the portfolio, ranked #193.

Holistic Planning first reported a position in QMAR in Q3 2024 and has held it in 7 quarters since. The position peaked at $622K in Q4 2024. 89 funds tracked by Wall St. Rank hold QMAR as of Q1 2026.

  • Holistic Planning held 13,415 shares of FT Vest Growth-100 Buffer ETF March worth $451K as of Q1 2026.
  • Holistic Planning sold 17 FT Vest Growth-100 Buffer ETF March shares in Q1 2026, an estimated $566.
  • FT Vest Growth-100 Buffer ETF March made up 0.09% of Holistic Planning's portfolio in Q1 2026, its #193 holding.
  • Holistic Planning first reported a position in FT Vest Growth-100 Buffer ETF March in Q3 2024 and has held it in 7 quarters since.
  • Holistic Planning's FT Vest Growth-100 Buffer ETF March position peaked at $622K in Q4 2024.
  • 89 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF March as of Q1 2026.

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