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
Q2 		$380K Buy
15,163
+5,295
+54% +$130K 0.06% 242
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

MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Holistic Planning's QMNV Position: Q2 2026 in Review

Holistic Planning increased its FT Vest Nasdaq-100 Moderate Buffer ETF - November (QMNV) stake by 54% in Q2 2026, buying an estimated $130K and bringing the position to 15,163 shares worth $380K. The position accounts for 0.06% of the portfolio, ranked #242.

Holistic Planning first reported a position in QMNV in Q4 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold QMNV as of Q2 2026.

  • Holistic Planning held 15,163 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - November worth $380K as of Q2 2026.
  • Holistic Planning bought 5,295 FT Vest Nasdaq-100 Moderate Buffer ETF - November shares in Q2 2026, an estimated $130K.
  • FT Vest Nasdaq-100 Moderate Buffer ETF - November made up 0.06% of Holistic Planning's portfolio in Q2 2026, its #242 holding.
  • Holistic Planning first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - November in Q4 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - November as of Q2 2026.

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