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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
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Holistic Planning's QSPT Position: Q1 2026 in Review

Holistic Planning reduced its FT Vest Nasdaq-100 Buffer ETF September (QSPT) stake by 11% in Q1 2026, selling an estimated $79.9K and leaving 21,509 shares worth $659K. The position accounts for 0.13% of the portfolio, ranked #149.

Holistic Planning first reported a position in QSPT in Q4 2024 and has held it in 6 quarters since. The position peaked at $762K in Q4 2025. 92 funds tracked by Wall St. Rank hold QSPT as of Q1 2026.

  • Holistic Planning held 21,509 shares of FT Vest Nasdaq-100 Buffer ETF September worth $659K as of Q1 2026.
  • Holistic Planning sold 2,535 FT Vest Nasdaq-100 Buffer ETF September shares in Q1 2026, an estimated $79.9K.
  • FT Vest Nasdaq-100 Buffer ETF September made up 0.13% of Holistic Planning's portfolio in Q1 2026, its #149 holding.
  • Holistic Planning first reported a position in FT Vest Nasdaq-100 Buffer ETF September in Q4 2024 and has held it in 6 quarters since.
  • Holistic Planning's FT Vest Nasdaq-100 Buffer ETF September position peaked at $762K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Buffer ETF September as of Q1 2026.

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