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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
Q1 		$714K Buy
+24,040
New +$722K 0.14% 135

Other funds holding XIDE

SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Holistic Planning's XIDE Position: Q1 2026 in Review

Holistic Planning opened a new position in FT Vest US Equity Buffer & Premium Income ETF December (XIDE) in Q1 2026: 24,040 shares worth $714K. The stake represents 0.14% of the portfolio and ranks #135 among its holdings.

26 funds tracked by Wall St. Rank hold XIDE as of Q1 2026.

  • Holistic Planning held 24,040 shares of FT Vest US Equity Buffer & Premium Income ETF December worth $714K as of Q1 2026.
  • FT Vest US Equity Buffer & Premium Income ETF December was a new Holistic Planning position in Q1 2026.
  • FT Vest US Equity Buffer & Premium Income ETF December made up 0.14% of Holistic Planning's portfolio in Q1 2026, its #135 holding.
  • 26 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF December as of Q1 2026.

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