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 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 $68.3B AUM 20.5% 1-Year Est. Return

Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Sequent Planning's BGLD Position: Q1 2026 in Review

Sequent Planning reduced its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) stake by 7.7% in Q1 2026, selling an estimated $219K and leaving 146,781 shares worth $2.52M. The position accounts for 0.61% of the portfolio, ranked #43.

Sequent Planning first reported a position in BGLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.5M in Q2 2025. 32 funds tracked by Wall St. Rank hold BGLD as of Q1 2026.

Sequent Planning held 146,781 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $2.52M as of Q1 2026.
Sequent Planning sold 12,313 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q1 2026, an estimated $219K.
FT Vest Gold Strategy Quarterly Buffer ETF made up 0.61% of Sequent Planning's portfolio in Q1 2026, its #43 holding.
Sequent Planning first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q4 2024 and has held it in 6 quarters since.
Sequent Planning's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $19.5M in Q2 2025.
32 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.