Holistic Planning’s FT Vest Nasdaq-100 Buffer ETF September QSPT Stock Holding History

Holistic Planning’s Portfolio QSPT Stock Details QSPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$885K	Buy	25,409 +3,900	+18%	+$131K	0.14%	142
2026 Q1	$659K	Sell	21,509 -2,535	-11%	-$79.9K	0.13%	149
2025 Q4	$762K	Buy	24,044 +14,713	+158%	+$462K	0.16%	116
2025 Q3	$290K	Buy	9,331 +1,150	+14%	+$34.9K	0.08%	187
2025 Q2	$242K	Hold	8,181	–	–	0.07%	194
2025 Q1	$217K	Hold	8,181	–	–	0.07%	180
2024 Q4	$226K	Buy	+8,181	New	+$224K	0.08%	158

Other funds holding QSPT

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Holistic Planning's QSPT Position: Q2 2026 in Review

Holistic Planning increased its FT Vest Nasdaq-100 Buffer ETF September (QSPT) stake by 18% in Q2 2026, buying an estimated $131K and bringing the position to 25,409 shares worth $885K. The position accounts for 0.14% of the portfolio, ranked #142.

Holistic Planning first reported a position in QSPT in Q4 2024 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold QSPT as of Q2 2026.

Holistic Planning held 25,409 shares of FT Vest Nasdaq-100 Buffer ETF September worth $885K as of Q2 2026.
Holistic Planning bought 3,900 FT Vest Nasdaq-100 Buffer ETF September shares in Q2 2026, an estimated $131K.
FT Vest Nasdaq-100 Buffer ETF September made up 0.14% of Holistic Planning's portfolio in Q2 2026, its #142 holding.
Holistic Planning first reported a position in FT Vest Nasdaq-100 Buffer ETF September in Q4 2024 and has held it in 7 quarters since.
98 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Buffer ETF September as of Q2 2026.

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