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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$201K	Buy	+5,636	New	+$201K	0.06%	215
2024 Q3	–	Sell	-7,266	Closed	-$239K	–	168
2024 Q2	$239K	Hold	7,266	–	–	0.18%	101
2024 Q1	$239K	Hold	7,266	–	–	0.18%	101
2023 Q4	$232K	Buy	+7,266	New	+$232K	0.2%	103