Holistic Planning’s FT Vest US Equity Enhance & Moderate Buffer ETF October XOCT Stock Holding History

Holistic Planning’s Portfolio XOCT Stock Details XOCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$201K	Buy
2024 Q3	–	Sell
2024 Q2	$239K	Hold
2024 Q1	$239K	Hold
2023 Q4	$232K	Buy