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Holistic Planning’s FT Vest US Equity Buffer & Premium Income ETF December XIDE Stock Holding History

Holistic Planning’s Portfolio XIDE Stock Details XIDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$807K Buy
26,543
+2,503
+10% +$75.7K 0.13% 151
2026
Q1 		$714K Buy
+24,040
New +$722K 0.14% 135

Other funds holding XIDE

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Holistic Planning's XIDE Position: Q2 2026 in Review

Holistic Planning increased its FT Vest US Equity Buffer & Premium Income ETF December (XIDE) stake by 10% in Q2 2026, buying an estimated $75.7K and bringing the position to 26,543 shares worth $807K. The position accounts for 0.13% of the portfolio, ranked #151.

Holistic Planning first reported a position in XIDE in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold XIDE as of Q2 2026.

  • Holistic Planning held 26,543 shares of FT Vest US Equity Buffer & Premium Income ETF December worth $807K as of Q2 2026.
  • Holistic Planning bought 2,503 FT Vest US Equity Buffer & Premium Income ETF December shares in Q2 2026, an estimated $75.7K.
  • FT Vest US Equity Buffer & Premium Income ETF December made up 0.13% of Holistic Planning's portfolio in Q2 2026, its #151 holding.
  • Holistic Planning first reported a position in FT Vest US Equity Buffer & Premium Income ETF December in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF December as of Q2 2026.

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