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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$19.5M Sell
909,844
-12,202
-1% -$262K 6.19% 2
2025
Q1 		$19.4M Buy
922,046
+37,022
+4% +$778K 6.97% 2
2024
Q4 		$16.2M Buy
+885,024
New +$16.2M 5.96% 3