Holistic Planning’s FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April XAPR Stock Holding History

Holistic Planning’s Portfolio XAPR Stock Details XAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$610K	Sell	16,146 -536	-3%	-$20K	0.09%	184
2026 Q1	$615K	Sell	16,682 -442	-3%	-$16.2K	0.12%	158
2025 Q4	$624K	Hold	17,124	–	–	0.13%	139
2025 Q3	$613K	Sell	17,124 -508	-3%	-$18K	0.16%	106
2025 Q2	$619K	Buy	17,632 +137	+0.8%	+$4.65K	0.18%	101
2025 Q1	$574K	Hold	17,495	–	–	0.19%	91
2024 Q4	$566K	Hold	17,495	–	–	0.21%	88
2024 Q3	$557K	Buy	+17,495	New	+$548K	0.24%	79

Other funds holding XAPR

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

KAS

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

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Holistic Planning's XAPR Position: Q2 2026 in Review

Holistic Planning reduced its FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April (XAPR) stake by 3.2% in Q2 2026, selling an estimated $20K and leaving 16,146 shares worth $610K. The position accounts for 0.09% of the portfolio, ranked #184.

Holistic Planning first reported a position in XAPR in Q3 2024 and has held it in 8 quarters since. The position peaked at $624K in Q4 2025. 23 funds tracked by Wall St. Rank hold XAPR as of Q2 2026.

Holistic Planning held 16,146 shares of FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April worth $610K as of Q2 2026.
Holistic Planning sold 536 FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April shares in Q2 2026, an estimated $20K.
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April made up 0.09% of Holistic Planning's portfolio in Q2 2026, its #184 holding.
Holistic Planning first reported a position in FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April in Q3 2024 and has held it in 8 quarters since.
Holistic Planning's FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April position peaked at $624K in Q4 2025.
23 funds tracked by Wall St. Rank held FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April as of Q2 2026.

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