Sequent Planning’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Sequent Planning’s Portfolio BGLD Stock Details BGLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.74M	Buy	291,198 +144,417	+98%	+$2.47M	1.01%	23
2026 Q1	$2.52M	Sell	146,781 -12,313	-8%	-$219K	0.61%	43
2025 Q4	$2.72M	Buy	159,094 +978	+0.6%	+$23.4K	0.69%	32
2025 Q3	$3.77M	Sell	158,116 -751,728	-83%	-$16.7M	1.07%	23
2025 Q2	$19.5M	Sell	909,844 -12,202	-1%	-$260K	6.19%	2
2025 Q1	$19.4M	Buy	922,046 +37,022	+4%	+$732K	6.97%	2
2024 Q4	$16.2M	Buy	+885,024	New	+$19M	5.96%	3

Other funds holding BGLD

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Sequent Planning's BGLD Position: Q2 2026 in Review

Sequent Planning increased its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) stake by 98% in Q2 2026, buying an estimated $2.47M and bringing the position to 291,198 shares worth $4.74M. The position accounts for 1.01% of the portfolio, ranked #23.

Sequent Planning first reported a position in BGLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.5M in Q2 2025. 37 funds tracked by Wall St. Rank hold BGLD as of Q2 2026.

Sequent Planning held 291,198 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $4.74M as of Q2 2026.
Sequent Planning bought 144,417 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q2 2026, an estimated $2.47M.
FT Vest Gold Strategy Quarterly Buffer ETF made up 1.01% of Sequent Planning's portfolio in Q2 2026, its #23 holding.
Sequent Planning first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q4 2024 and has held it in 7 quarters since.
Sequent Planning's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $19.5M in Q2 2025.
37 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.