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 Q2	$1.15M	Buy	27,503 +18,998	+223%	+$781K	0.24%	86
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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $194M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sequent Planning's GAPR Position: Q2 2026 in Review

Sequent Planning increased its FT Vest US Equity Moderate Buffer ETF April (GAPR) stake by 223% in Q2 2026, buying an estimated $781K and bringing the position to 27,503 shares worth $1.15M. The position accounts for 0.24% of the portfolio, ranked #86.

Sequent Planning first reported a position in GAPR in Q1 2024 and has held it in 10 quarters since. 112 funds tracked by Wall St. Rank hold GAPR as of Q2 2026.

Sequent Planning held 27,503 shares of FT Vest US Equity Moderate Buffer ETF April worth $1.15M as of Q2 2026.
Sequent Planning bought 18,998 FT Vest US Equity Moderate Buffer ETF April shares in Q2 2026, an estimated $781K.
FT Vest US Equity Moderate Buffer ETF April made up 0.24% of Sequent Planning's portfolio in Q2 2026, its #86 holding.
Sequent Planning first reported a position in FT Vest US Equity Moderate Buffer ETF April in Q1 2024 and has held it in 10 quarters since.
112 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF April as of Q2 2026.

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