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Holistic Planning’s FT Vest US Equity Enhance & Moderate Buffer ETF August XAUG Stock Holding History

Holistic Planning’s Portfolio XAUG Stock Details XAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,093
Closed -$277K – 196
2024
Q4 		$277K Hold
8,093
– – 0.1% 138
2024
Q3 		$273K Buy
+8,093
New +$273K 0.12% 124