HP
QMFE

Holistic Planning’s FT Vest Nasdaq-100 Moderate Buffer ETF - February QMFE Stock Holding History

Holistic Planning’s Portfolio QMFE Stock Details QMFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$793K Buy
32,664
+12,955
+66% +$308K 0.12% 152
2026
Q1 		$437K Buy
+19,709
New +$443K 0.09% 199

Other funds holding QMFE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Holistic Planning's QMFE Position: Q2 2026 in Review

Holistic Planning increased its FT Vest Nasdaq-100 Moderate Buffer ETF - February (QMFE) stake by 66% in Q2 2026, buying an estimated $308K and bringing the position to 32,664 shares worth $793K. The position accounts for 0.12% of the portfolio, ranked #152.

Holistic Planning first reported a position in QMFE in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold QMFE as of Q2 2026.

  • Holistic Planning held 32,664 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - February worth $793K as of Q2 2026.
  • Holistic Planning bought 12,955 FT Vest Nasdaq-100 Moderate Buffer ETF - February shares in Q2 2026, an estimated $308K.
  • FT Vest Nasdaq-100 Moderate Buffer ETF - February made up 0.12% of Holistic Planning's portfolio in Q2 2026, its #152 holding.
  • Holistic Planning first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - February in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - February as of Q2 2026.

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