Holistic Planning’s FT Vest U.S. Equity Buffer & Premium Income ETF - June XIJN Stock Holding History

Holistic Planning’s Portfolio XIJN Stock Details XIJN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$408K	Buy	+13,322	New	+$410K	0.06%	236

Other funds holding XIJN

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

KAS

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

OMC

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

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

Holistic Planning's XIJN Position: Q2 2026 in Review

Holistic Planning opened a new position in FT Vest U.S. Equity Buffer & Premium Income ETF - June (XIJN) in Q2 2026: 13,322 shares worth $408K. The stake represents 0.06% of the portfolio and ranks #236 among its holdings.

18 funds tracked by Wall St. Rank hold XIJN as of Q2 2026.

Holistic Planning held 13,322 shares of FT Vest U.S. Equity Buffer & Premium Income ETF - June worth $408K as of Q2 2026.
FT Vest U.S. Equity Buffer & Premium Income ETF - June was a new Holistic Planning position in Q2 2026.
FT Vest U.S. Equity Buffer & Premium Income ETF - June made up 0.06% of Holistic Planning's portfolio in Q2 2026, its #236 holding.
18 funds tracked by Wall St. Rank held FT Vest U.S. Equity Buffer & Premium Income ETF - June as of Q2 2026.

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