HP
QMMY

Holistic Planning’s FT Vest Nasdaq-100 Moderate Buffer ETF - May QMMY Stock Holding History

Holistic Planning’s Portfolio QMMY Stock Details QMMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$476K Buy
20,250
+7,250
+56% +$170K 0.14% 122
2025
Q1 		$270K Hold
13,000
– – 0.09% 151
2024
Q4 		$281K Hold
13,000
– – 0.1% 136
2024
Q3 		$272K Buy
+13,000
New +$272K 0.12% 127