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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.56M	Buy	58,884 +38,839	+194%	+$1.01M	0.24%	95
2026 Q1	$498K	Hold	20,045	–	–	0.1%	179
2025 Q4	$502K	Hold	20,045	–	–	0.11%	160
2025 Q3	$491K	Sell	20,045 -205	-1%	-$4.92K	0.13%	127
2025 Q2	$476K	Buy	20,250 +7,250	+56%	+$159K	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	+$266K	0.12%	127

Other funds holding QMMY

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Holistic Planning's QMMY Position: Q2 2026 in Review

Holistic Planning increased its FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) stake by 194% in Q2 2026, buying an estimated $1.01M and bringing the position to 58,884 shares worth $1.56M. The position accounts for 0.24% of the portfolio, ranked #95.

Holistic Planning first reported a position in QMMY in Q3 2024 and has held it in 8 quarters since. 65 funds tracked by Wall St. Rank hold QMMY as of Q2 2026.

Holistic Planning held 58,884 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - May worth $1.56M as of Q2 2026.
Holistic Planning bought 38,839 FT Vest Nasdaq-100 Moderate Buffer ETF - May shares in Q2 2026, an estimated $1.01M.
FT Vest Nasdaq-100 Moderate Buffer ETF - May made up 0.24% of Holistic Planning's portfolio in Q2 2026, its #95 holding.
Holistic Planning first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - May in Q3 2024 and has held it in 8 quarters since.
65 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - May as of Q2 2026.

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