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 Q1	$437K	Buy	+19,709	New	+$443K	0.09%	199

Other funds holding QMFE

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Holistic Planning's QMFE Position: Q1 2026 in Review

Holistic Planning opened a new position in FT Vest Nasdaq-100 Moderate Buffer ETF - February (QMFE) in Q1 2026: 19,709 shares worth $437K. The stake represents 0.09% of the portfolio and ranks #199 among its holdings.

36 funds tracked by Wall St. Rank hold QMFE as of Q1 2026.

Holistic Planning held 19,709 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - February worth $437K as of Q1 2026.
FT Vest Nasdaq-100 Moderate Buffer ETF - February was a new Holistic Planning position in Q1 2026.
FT Vest Nasdaq-100 Moderate Buffer ETF - February made up 0.09% of Holistic Planning's portfolio in Q1 2026, its #199 holding.
36 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - February as of Q1 2026.

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