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

Holistic Planning’s Portfolio XIMR Stock Details XIMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$266K	Buy	+8,598	New	+$266K	0.05%	254

Other funds holding XIMR

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Castleview Partners Dallas, Texas $195M AUM 15.9% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Holistic Planning's XIMR Position: Q1 2026 in Review

Holistic Planning opened a new position in FT Vest US Equity Buffer & Premium Income ETF March (XIMR) in Q1 2026: 8,598 shares worth $266K. The stake represents 0.05% of the portfolio and ranks #254 among its holdings.

23 funds tracked by Wall St. Rank hold XIMR as of Q1 2026.

Holistic Planning held 8,598 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $266K as of Q1 2026.
FT Vest US Equity Buffer & Premium Income ETF March was a new Holistic Planning position in Q1 2026.
FT Vest US Equity Buffer & Premium Income ETF March made up 0.05% of Holistic Planning's portfolio in Q1 2026, its #254 holding.
23 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q1 2026.

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