HP
QMNV

Holistic Planning’s FT Vest Nasdaq-100 Moderate Buffer ETF - November QMNV Stock Holding History

Holistic Planning’s Portfolio QMNV Stock Details QMNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$225K Buy
9,868
+645
+7% +$15K 0.04% 277
2025
Q4 		$216K Buy
+9,223
New +$211K 0.05% 259

Other funds holding QMNV

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NPAN
Northeast Planning Associates NH Bedford, New Hampshire $149M AUM 34.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

Holistic Planning's QMNV Position: Q1 2026 in Review

Holistic Planning increased its FT Vest Nasdaq-100 Moderate Buffer ETF - November (QMNV) stake by 7% in Q1 2026, buying an estimated $15K and bringing the position to 9,868 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #277.

Holistic Planning first reported a position in QMNV in Q4 2025 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold QMNV as of Q1 2026.

  • Holistic Planning held 9,868 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - November worth $225K as of Q1 2026.
  • Holistic Planning bought 645 FT Vest Nasdaq-100 Moderate Buffer ETF - November shares in Q1 2026, an estimated $15K.
  • FT Vest Nasdaq-100 Moderate Buffer ETF - November made up 0.04% of Holistic Planning's portfolio in Q1 2026, its #277 holding.
  • Holistic Planning first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - November in Q4 2025 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - November as of Q1 2026.

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