SP
GAPR icon

Sequent Planning’s FT Vest US Equity Moderate Buffer ETF April GAPR Stock Holding History

Sequent Planning’s Portfolio GAPR Stock Details GAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$344K Sell
8,505
-3,277
-28% -$132K 0.08% 161
2025
Q4 		$471K Sell
11,782
-89
-0.7% -$3.52K 0.12% 127
2025
Q3 		$466K Buy
11,871
+61
+0.5% +$2.37K 0.13% 124
2025
Q2 		$452K Buy
11,810
+1,148
+11% +$42.6K 0.14% 98
2025
Q1 		$401K Hold
10,662
– – 0.14% 97
2024
Q4 		$400K Sell
10,662
-8,415
-44% -$313K 0.15% 94
2024
Q3 		$701K Buy
19,077
+265
+1% +$9.55K 0.24% 76
2024
Q2 		$672K Sell
18,812
-14,798
-44% -$513K 0.23% 77
2024
Q1 		$1.13M Buy
+33,610
New +$1.12M 0.41% 42

Other funds holding GAPR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return