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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
Q2 		$504K Buy
15,999
+7,401
+86% +$233K 0.08% 206
2026
Q1 		$266K Buy
+8,598
New +$266K 0.05% 254

Other funds holding XIMR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
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
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Holistic Planning's XIMR Position: Q2 2026 in Review

Holistic Planning increased its FT Vest US Equity Buffer & Premium Income ETF March (XIMR) stake by 86% in Q2 2026, buying an estimated $233K and bringing the position to 15,999 shares worth $504K. The position accounts for 0.08% of the portfolio, ranked #206.

Holistic Planning first reported a position in XIMR in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold XIMR as of Q2 2026.

  • Holistic Planning held 15,999 shares of FT Vest US Equity Buffer & Premium Income ETF March worth $504K as of Q2 2026.
  • Holistic Planning bought 7,401 FT Vest US Equity Buffer & Premium Income ETF March shares in Q2 2026, an estimated $233K.
  • FT Vest US Equity Buffer & Premium Income ETF March made up 0.08% of Holistic Planning's portfolio in Q2 2026, its #206 holding.
  • Holistic Planning first reported a position in FT Vest US Equity Buffer & Premium Income ETF March in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF March as of Q2 2026.

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